Wealthway Financial Advisors
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wealthway Financial Advisors, Financial planner, 440 Monticello Avenue, Norfolk, VA.
As the premier financial planning firm in Hampton Roads, we integrate expert investment management with comprehensive ongoing financial planning advice to help our clients answer life's big financial questions and enhance their quality of life.
๐ฃ Denise, our Client Service Manager, brings over 40 years of administrative expertise to Wealthway Financial Advisors. Born in NYC and raised in Paramus, NJ, she honed her attention to detail and organizational skills early in her career. From coordinating trade shows at Russ Berrie to serving as the Academic Processes Coordinator at ECPI University, Denise has navigated roles in companies ranging from seven to 4,000 employees. Her comprehensive experience includes operational support, account administration, equipment management, human resources, and payroll. These varied experiences have allowed her real strengths to flourish: attention to detail and process that creates smoother functions with highly accurate ex*****on.
Listen to our President, Kevin Zywna discuss 25 truths about money on his radio show "Dollars and Common Sense." ๐๏ธ Key points include: money doesn't buy happiness but can ease stress; earning power is the most valuable asset; savings are more important than earnings; investing is essential for wealth growth; not all debt is bad; financial success is 10% knowledge, 90% discipline; budgeting is crucial but often neglected; time is more valuable than money; risk and reward are intertwined; diversification reduces risk; inflation erodes purchasing power; taxes are a significant expense; compound interest is powerful; emergency funds provide security; retirement planning is crucial; financial independence offers freedom; money is a tool, not a goal; needs and wants differ; patience is vital in investing; credit scores matter; money secrets can ruin relationships; financial decisions are often emotional; true wealth is time, freedom, and health; and quality of life is a better benchmark than market indices.
Dollars & Common Sense | 25 Financial Truths About Money 25 financial truths for smarter money management, from earning power to investing, and financial independence. Key insights for your future.
Today, we pause to remember the lives lost and the heroes who emerged on 9/11. May we never forget! ๐บ๐ธ
Tune in to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐๐๐๐ง๐ญ๐ข๐ญ๐ฒ ๐๐ก๐๐๐ญ: ๐๐จ๐ฐ ๐ข๐ญ ๐ก๐๐ฉ๐ฉ๐๐ง๐ฌ, ๐ก๐จ๐ฐ ๐ญ๐จ ๐ฉ๐ซ๐๐ฏ๐๐ง๐ญ ๐ข๐ญ, ๐๐ง๐ ๐ฐ๐ก๐๐ญ ๐ญ๐จ ๐๐จ ๐ข๐ ๐ฒ๐จ๐ฎโ๐ซ๐ ๐ ๐ฏ๐ข๐๐ญ๐ข๐ฆ. ๐ซ Listen on your radio, on our website, or on your Alexa or Google device!
Don't wait another day to secure your future! Learn the benefits of saving for retirement through your companyโs 401(k) plan, or explore your options if you donโt have access to one. Start planning today! ๐ 757.456.2200
Reverse mortgages have become a popular financial tool for homeowners aged 62 and older, allowing them to convert home equity into cash without selling their property or making monthly payments. While early reverse mortgages had a poor reputation, recent regulations have made them safer and more reliable. They can be particularly beneficial for retirees looking to enhance their cash flow, cover unexpected expenses, or eliminate existing mortgage payments, all while retaining homeownership. However, it's important to consider the costs and long-term impact on home equity before deciding if a reverse mortgage aligns with your financial goals. ๐ค
Dollars & Common Sense | Reverse Mortgage: What are they, how do they work, what is the benefit? Explore reverse mortgages: a financial tool for seniors to convert home equity into cash, with insights on benefits, risks, and financial planning tips.
๐ฃ Donna (also known as Dani to friends and family) was born and raised in St. Louis County, Missouri and the surrounding areas. She and her husband, Jeff, currently reside in Chesapeake. They enjoy spending time with friends and family, traveling and motorcycling. Together, they lead a Life Group at their church, have served on the churchโs finance committee, and Donna volunteered as bookkeeper for several years.
Tune in to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐๐๐ฏ๐๐ซ๐ฌ๐ ๐๐จ๐ซ๐ญ๐ ๐๐ ๐๐ฌ: ๐๐ก๐๐ญ ๐๐ซ๐ ๐ญ๐ก๐๐ฒ, ๐ก๐จ๐ฐ ๐๐จ ๐ญ๐ก๐๐ฒ ๐ฐ๐จ๐ซ๐ค, ๐๐ง๐ ๐ฐ๐ก๐๐ญ ๐๐ซ๐ ๐ญ๐ก๐ ๐๐๐ง๐๐๐ข๐ญ๐ฌโ Listen on your radio, on our website, or on your Alexa or Google device!
Ready to start planning for life? Take the next step by giving us a call to set up a consultation with our advisors. ๐
One of the most common questions we get is, how can I prioritize long term savings in order to grow my net worth fastest? If you have some excess cash flow, where do you put it? Where do you start? Where do you get the biggest bang for your buck? In this blog, we discuss the steps you can take to grow your wealth the fastest. ๐
Dollars & Common Sense | Prioritize Savings to Grow Wealth Fast Who isn't looking to increase their wealth quickly? In this podcast we discuss ways you can prioritize savings in order to grow your wealth fast.
Discover the Wealthway difference! ๐
Financial Awareness Day is the perfect opportunity to assess your current financial situation and plan for the future. Let us help you make the most of your financial journey! ๐ Contact us today!
Tune in tonight to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐๐ ๐๐ซ๐ฎ๐ญ๐ก๐ฌ ๐๐๐จ๐ฎ๐ญ ๐๐จ๐ง๐๐ฒ. ๐ฐ Listen on your radio, on our website, or on your Alexa or Google device!
For each client, our team collaborates to design the best strategies that maximize all your financial resources. Unlike an individual investment manager who looks to push products and build their book of business, the Wealthway Financial Advisors team approach eliminates bias in the planning process and puts our clientโs needs and goals at the forefront. ๐ Get to know us: https://wealthwayadvisors.com/about-us/
Our firm works with clients on a long-term, ongoing basis. In exchange for our fee, we provide financial planning, investment management, tax planning, retirement planning, insurance analysis, and other financial advice.
We coordinate your planning with your other advisors such as tax preparer, estate planner, and insurance professional. Our fees are based on the assets we manage so our interests are aligned with yours. ๐
In this blog, we discuss estate planning. Let's unpack what it is and some tools, tips, and techniques to ensure you design the estate plan that is best for you and your family. We outline the importance of estate planning in your overall financial plan. We outline the many components that fall under the estate planning umbrella, including wills, trusts, beneficiary designations, medical directives, tax implications and more. โ๏ธ
Dollars & Common Sense | Estate Planning - Tools, Tips, And Techniques We unpack estate planning: including tips, tools, and techniques to ensure you design the best estate planning for you and your family.
Ready to start planning for life? ๐โโ๏ธ Fill out the form on our website to request an information packet from our advisors: https://wealthwayadvisors.com/contact/
Tune in tonight to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐ก๐จ๐ฐ ๐ญ๐จ ๐ฉ๐ซ๐ข๐จ๐ซ๐ข๐ญ๐ข๐ณ๐ ๐ฒ๐จ๐ฎ๐ซ ๐ฌ๐๐ฏ๐ข๐ง๐ ๐ฌ ๐ญ๐จ ๐ ๐ซ๐จ๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ฐ๐๐๐ฅ๐ญ๐ก ๐๐๐ฌ๐ญ. ๐ Listen on your radio, on our website, or on your Alexa or Google device!
In this blog we talk about somewhat of the holy grail of personal finance - financial independence. From what it is, to the different perspectives on financial independence, how to get there, and the importance of financial independence. Assess your own current situation. See how close you are, if financial independence is important to you. Learn steps you can take to move yourself along to that high place on the financial hill. How to deal with maybe budgeting and savings goals to help get you closer, how to invest in order to get to financial independence. ๐ฝ
Dollars & Common Sense | Financial-Independence:-What-Is-It-And-How-To-Achieve-It We discuss financial independence. Understand what it is, how to attain it, and the steps you need to take in order to get you there.
Meet our President, Kevin Zywna (Ziv-na)! โจ In this role he leads Wealthwayโs team of financial advisors as they help clients enhance their quality of life through sound financial planning. With over three decades of experience in the finance industry, Kevin is ready to help you answer life's big questions and achieve the lifestyle you've dreamed of.
Tune in now to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐๐ข๐ฉ๐ฌ, ๐๐จ๐จ๐ฅ๐ฌ, ๐๐ง๐ ๐๐๐๐ก๐ง๐ข๐ช๐ฎ๐๐ฌ. โ๏ธ Listen on your radio, on our website, or on your Alexa or Google device!
In this new blog we talk about taxes and tax reduction strategies, specifically how to live a tax efficient life! ๐
Dollars & Common Sense | How To Live A Tax-Efficient Life We discuss all-things taxes. - tips on financial planning to help you lower taxes while also continuing to grow your net wealth.
Happy Independence Day! ๐บ๐ธ How do you plan to celebrate?
We deliver tailored, insightful financial planning and advice that empowers you to maximize your quality of life. Our planning approach is ongoing and evolving based on the changes in your life and the surrounding financial markets. Our comprehensive services and robust plan make your life richer and more fulfilling.
Call to schedule a complimentary 1-hour consultation. ๐
Tune in tonight to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐ง๐๐๐ฉ๐๐ง๐๐๐ง๐๐: ๐๐ก๐๐ญ ๐ข๐ฌ ๐ข๐ญ ๐๐ง๐ ๐ก๐จ๐ฐ ๐ญ๐จ ๐๐๐ก๐ข๐๐ฏ๐ ๐ข๐ญ. ๐ Listen on your radio, on our website, or on your Alexa or Google device!
Happiest of Birthdays to our awesome Associate Financial Advisor, Cody W. Hawkins! We hope you are having a wonderful weekend celebrating. ๐ฅณ๐๐
The title of CERTIFIED FINANCIAL PLANNERโข is the highest level of competency in the financial planning industry achieved by only about 20% of advisors. The CFPยฎ mark is awarded after an advisor has passed a rigorous exam, achieved a minimum three years of industry experience, submits to a background check, and agrees to be bound by a restrictive code of ethics including acting as a fiduciary. We keep our skills sharp through mandatory continuing education training and annual attendance at industry conferences. โ
Wishing a Happy Father's Day to all of the hardworking dads out there! ๐
Our firm works with clients on a long-term, ongoing basis. ๐ค In exchange for our fee, we provide financial planning, investment management, tax planning, retirement planning, insurance analysis, and other financial advice. We coordinate your planning with your other advisors such as tax preparer, estate planner, and insurance professional. Our fees are based on the assets we manage so our interests are aligned with yours. Learn more: https://wealthwayadvisors.com/about/
Tune in tonight to WNIS 790 for the Ask the Expert Show: Dollars & Common Sense with Wealthway Financial Advisors. Starting at 6pm, we'll be talking about ๐๐จ๐ฐ ๐ญ๐จ ๐๐ข๐ฏ๐ ๐ ๐๐๐ฑ-๐๐๐๐ข๐๐ข๐๐ง๐ญ ๐๐ข๐๐. ๐ Listen on your radio, on our website, or on your Alexa or Google device!
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Website
Address
440 Monticello Avenue
Norfolk, VA
23510
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
500 E Main Street, Ste 1110
Norfolk, 23510
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