Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.
About us
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
- Website
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http://www.mainsailwealthadvisors.com
External link for Mainsail Wealth Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- GLOUCESTER, Virginia
- Type
- Privately Held
- Founded
- 2013
Locations
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Primary
Get directions
6641 Main Street
GLOUCESTER, Virginia 23061, US
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Get directions
4510 Cox Rd
103
Glen Allen, Virginia 23060, US
Employees at Mainsail Wealth Advisors
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Gilda Burket
Client Services Associate at Mainsail Wealth Advisors
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Scott V. Glaze, CRPC
Managing Partner at Mainsail Wealth Advisors, LLC, Financial Advisor, RJFS.
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Scott Haley, CFP®
Managing Partner - Branch Manager (RJFS)
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Sarah Haley
Sr. Client Service Associate at Mainsail Wealth Advisors
Updates
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We are excited to announce that Jason Koptish, CFP®, AAMS® has been named to AdvisorHub’s 2024 edition of the 100 Next Gen Advisors to Watch list! This prestigious recognition not only celebrates Jason's exceptional accomplishments but also underscores the dedication and talent of our entire team at Mainsail Wealth Advisors. Congratulations, Jason, for your outstanding leadership and commitment to excellence! See the full rankings here: https://lnkd.in/e5fkTGNm. 2024AdvisorHub 100 Next Gen Advisors to Watch, is based on the period from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3wlnwRr.
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Mainsail Wealth Advisors is pleased to announce the arrival of two talented students for our Summer Internship Program. Join us in extending a warm welcome to Shelton Glaze from James Madison University College of Business as our Financial Planning Intern and Jack Witmer from the University of Virginia as our Investment Analyst Intern. Their innovative perspectives and enthusiasm are set to create a dynamic presence at Mainsail. Here's to a summer of growth, learning, and collaborative success!
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Mainsail Wealth Advisors reposted this
We are delighted to introduce the newest addition to our Client Service Team, Stephanie Pafundi. Stephanie brings a wealth of experience and a commitment to excellence that aligns perfectly with our values here at Mainsail Wealth Advisors. With a distinguished background in delivering exceptional customer service and implementing efficient office policies, Stephanie's arrival strengthens our resolve to provide unparalleled support to our esteemed clients. She embodies the spirit of achievement and perseverance which is evidenced by her tenure at the University of Virginia where she not only pursued major in Archaeology and a minor in Anthropology but also excelled as a member of the Division 1 Varsity Softball team. Since joining Mainsail in February, Stephanie has quickly become an integral part of our client service team. Please join us in extending a warm welcome to Stephanie!
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We are delighted to introduce the newest addition to our Client Service Team, Stephanie Pafundi. Stephanie brings a wealth of experience and a commitment to excellence that aligns perfectly with our values here at Mainsail Wealth Advisors. With a distinguished background in delivering exceptional customer service and implementing efficient office policies, Stephanie's arrival strengthens our resolve to provide unparalleled support to our esteemed clients. She embodies the spirit of achievement and perseverance which is evidenced by her tenure at the University of Virginia where she not only pursued major in Archaeology and a minor in Anthropology but also excelled as a member of the Division 1 Varsity Softball team. Since joining Mainsail in February, Stephanie has quickly become an integral part of our client service team. Please join us in extending a warm welcome to Stephanie!
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The Mainsail team is excited to announce that Gilda Burket, Client Service Associate, has passed the Series 7 exam! This achievement marks a significant milestone in Gilda's dedication to deepening her knowledge and expertise. Way to go Gilda! We are proud of your commitment to furthering your continuous professional growth.
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Mainsail Wealth Advisors is thrilled to announce that Peyton Bodziak, has successfully passed the CERTIFIED FINANCIAL PLANNER™ exam! The CFP® exam rigorously tests a candidate's understanding of financial planning strategies and their ability to apply this knowledge effectively with clients. By passing the exam, Peyton is one step closer in her pursuit as a candidate for CFP® certification. We are proud of your hard work and the dedication you show to our clients and team!
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Mainsail Wealth Advisors is thrilled to announce that Peyton Bodziak, has successfully passed the CERTIFIED FINANCIAL PLANNER™ exam! The CFP® exam rigorously tests a candidate's understanding of financial planning strategies and their ability to apply this knowledge effectively with clients. By passing the exam, Peyton is one step closer in her pursuit as a candidate for CFP® certification. We are proud of your hard work and the dedication you show to our clients and team!
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Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.
More retirees crossing state lines – here's where they're going
raymondjames.com
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A heartfelt congratulations to Jason Koptish, CFP®, AAMS® , who has been named to the 2024 Forbes | SHOOK Research Best in State Wealth Advisor list for the third consecutive year! This recognition is a testament to his unparalleled dedication, visionary leadership, and steadfast commitment to excellence. Jason's contagious passion drives our team forward every day. Here's to celebrating this well-deserved honor and the many more achievements that lie ahead! 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://lnkd.in/dMMwcfKQ for more info.
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