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.

09/20/2024

๐Ÿ“ฃ 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.

Dollars & Common Sense | 25 Financial Truths About Money 09/15/2024

Listen to our President, Kevin Zywna discuss 25 truths about money on his radio show "Dollars and Common Sense." ๐ŸŽ™๏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.

09/11/2024

Today, we pause to remember the lives lost and the heroes who emerged on 9/11. May we never forget! ๐Ÿ‡บ๐Ÿ‡ธ

09/10/2024

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 ๐ˆ๐๐ž๐ง๐ญ๐ข๐ญ๐ฒ ๐“๐ก๐ž๐Ÿ๐ญ: ๐‡๐จ๐ฐ ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง๐ฌ, ๐ก๐จ๐ฐ ๐ญ๐จ ๐ฉ๐ซ๐ž๐ฏ๐ž๐ง๐ญ ๐ข๐ญ, ๐š๐ง๐ ๐ฐ๐ก๐š๐ญ ๐ญ๐จ ๐๐จ ๐ข๐Ÿ ๐ฒ๐จ๐ฎโ€™๐ซ๐ž ๐š ๐ฏ๐ข๐œ๐ญ๐ข๐ฆ. ๐Ÿซ† Listen on your radio, on our website, or on your Alexa or Google device!

09/06/2024

Don't wait another day to secure your future! Learn the benefits of saving for retirement through your companyโ€™s 401(k) plan, or explore your options if you donโ€™t have access to one. Start planning today! ๐Ÿ“ž 757.456.2200

Dollars & Common Sense | Reverse Mortgage: What are they, how do they work, what is the benefit? 09/04/2024

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. ๐Ÿค”

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.

08/30/2024

๐Ÿ“ฃ 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 churchโ€™s finance committee, and Donna volunteered as bookkeeper for several years.

08/27/2024

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 ๐‘๐ž๐ฏ๐ž๐ซ๐ฌ๐ž ๐Œ๐จ๐ซ๐ญ๐ ๐š๐ ๐ž๐ฌ: ๐–๐ก๐š๐ญ ๐š๐ซ๐ž ๐ญ๐ก๐ž๐ฒ, ๐ก๐จ๐ฐ ๐๐จ ๐ญ๐ก๐ž๐ฒ ๐ฐ๐จ๐ซ๐ค, ๐š๐ง๐ ๐ฐ๐ก๐š๐ญ ๐š๐ซ๐ž ๐ญ๐ก๐ž ๐›๐ž๐ง๐ž๐Ÿ๐ข๐ญ๐ฌโ“ Listen on your radio, on our website, or on your Alexa or Google device!

08/22/2024

Ready to start planning for life? Take the next step by giving us a call to set up a consultation with our advisors. ๐Ÿ˜„

Dollars & Common Sense | Prioritize Savings to Grow Wealth Fast 08/20/2024

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. ๐Ÿ

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.

08/17/2024

Discover the Wealthway difference! ๐ŸŒŸ

08/14/2024

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! ๐Ÿ˜„ Contact us today!

08/13/2024

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Ÿ๐Ÿ“ ๐“๐ซ๐ฎ๐ญ๐ก๐ฌ ๐€๐›๐จ๐ฎ๐ญ ๐Œ๐จ๐ง๐ž๐ฒ. ๐Ÿ’ฐ Listen on your radio, on our website, or on your Alexa or Google device!

08/06/2024

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 clientโ€™s needs and goals at the forefront. ๐Ÿ˜Š Get to know us: https://wealthwayadvisors.com/about-us/

08/02/2024

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. ๐Ÿ‘

Dollars & Common Sense | Estate Planning - Tools, Tips, And Techniques 07/29/2024

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.

07/27/2024

Ready to start planning for life? ๐Ÿ™‹โ€โ™‚๏ธ Fill out the form on our website to request an information packet from our advisors: https://wealthwayadvisors.com/contact/

07/23/2024

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ก๐จ๐ฐ ๐ญ๐จ ๐ฉ๐ซ๐ข๐จ๐ซ๐ข๐ญ๐ข๐ณ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐ญ๐จ ๐ ๐ซ๐จ๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐Ÿ๐š๐ฌ๐ญ. ๐Ÿ Listen on your radio, on our website, or on your Alexa or Google device!

Dollars & Common Sense | Financial-Independence:-What-Is-It-And-How-To-Achieve-It 07/17/2024

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. ๐Ÿ—ฝ

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.

07/14/2024

Meet our President, Kevin Zywna (Ziv-na)! โœจ In this role he leads Wealthwayโ€™s 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.

07/09/2024

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 ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐“๐ข๐ฉ๐ฌ, ๐“๐จ๐จ๐ฅ๐ฌ, ๐š๐ง๐ ๐“๐ž๐œ๐ก๐ง๐ข๐ช๐ฎ๐ž๐ฌ. โœ๏ธ Listen on your radio, on our website, or on your Alexa or Google device!

Dollars & Common Sense | How To Live A Tax-Efficient Life 07/07/2024

In this new blog we talk about taxes and tax reduction strategies, specifically how to live a tax efficient life! ๐Ÿ˜„

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.

07/04/2024

Happy Independence Day! ๐Ÿ‡บ๐Ÿ‡ธ How do you plan to celebrate?

07/01/2024

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. ๐Ÿ“ž

06/25/2024

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…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ˆ๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐œ๐ž: ๐–๐ก๐š๐ญ ๐ข๐ฌ ๐ข๐ญ ๐š๐ง๐ ๐ก๐จ๐ฐ ๐ญ๐จ ๐š๐œ๐ก๐ข๐ž๐ฏ๐ž ๐ข๐ญ. ๐ŸŽŠ Listen on your radio, on our website, or on your Alexa or Google device!

06/23/2024

Happiest of Birthdays to our awesome Associate Financial Advisor, Cody W. Hawkins! We hope you are having a wonderful weekend celebrating. ๐Ÿฅณ๐ŸŽ๐ŸŽ‚

06/20/2024

The title of CERTIFIED FINANCIAL PLANNERโ„ข 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. โœ…

06/16/2024

Wishing a Happy Father's Day to all of the hardworking dads out there! ๐Ÿ’›

06/13/2024

Our firm works with clients on a long-term, ongoing basis. ๐Ÿค 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/

06/11/2024

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‡๐จ๐ฐ ๐ญ๐จ ๐‹๐ข๐ฏ๐ž ๐š ๐“๐š๐ฑ-๐ž๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐ญ ๐‹๐ข๐Ÿ๐ž. ๐Ÿ˜Š Listen on your radio, on our website, or on your Alexa or Google device!

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If the stock market's volatility is keeping you up, let's talk! ๐Ÿ“ž 757.456.2200
Our Experts | Wealthway Financial Advisors

Address


440 Monticello Avenue
Norfolk, VA
23510

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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