The Stoever & Palmore Investment Group of Wells Fargo Advisors is a boutique financial advisory practice located in Richmond, Virginia. As a highly skilled advisory team with over 50 years of combined industry experience, we are dedicated to serving select institutional clients and affluent families and individuals. Our thorough retirement planning and wealth management services are solely dedicated to their specific financial needs.
Because wise decisions are best supported by sound strategies, we provide disciplined, objective and steadfast guidance in every level of service. As our client, you will benefit from:
- A holistic, consultative advisory environment that encourages in-depth planning strategies
and long-term relationships from the start. - Fee-based wealth management services built on strategies that help preserve
and grow a legacy in the ways that mean most to you. - An open-architecture platform using both passive (index) and active strategies.
- Customized, statistical criteria for the selection, monitoring and removal of money managers.
- Meaningful service and objective guidance in every advisory step.
Whether you are an institutional client in need of corporate retirement plan services or an affluent individual searching for complete wealth management, the Stoever & Palmore Investment Group can provide the guidance and service you deserve, every step of the way.
Barron's Top 1,200 State by State rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component
Newsletters
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.