InVirtus Wealth Partners

08/16/2026

Please take a moment to wish Gary Wilson a VERY Happy Birthday today!!

08/14/2026

08/04/2026

Had a great team dinner over the weekend!! Thank you West Coast Provisions for everything!

08/03/2026

Back-to-school season is a natural time to reset routines. As you update school schedules and family budgets, consider checking whether your current education savings still fits your goals. Even a small monthly adjustment may make a difference over time.

07/09/2026

🌽We spent the day getting our hands dirty and our hearts full volunteering at Shalom Farms. We also made some new furry friends along the way 😻

07/06/2026

⚽️World Cup season is a reminder that great teams are built with intention and a strong coach. The same is true of your financial plan. Emergency savings, insurance, debt strategy, investing, taxes, and long-term goals each play a role. Do you have every position covered? If not, reach out to us 804-378-1500

07/02/2026

In observance of Independence Day, our office will be closed on Friday, July 3rd. We will be back to our regular business hours on Monday, July 6th.
🎉We hope everyone has a wonderful and safe holiday weekend 🎉

03/20/2026

Happy Spring! Here's to a season of growth, fresh opportunities, and continued success. 🌺

01/21/2026

We're thrilled to welcome Melanie Woodfin, our newest Client Services Associate!✨

Melanie joined our firm earlier this month. She plays a key role in supporting clients and advisors through exceptional service.

Melanie earned her Bachelor of Arts in Mass Communications from Longwood University. She brings a background in both traditional and digital media, which enhances her communication skills, client engagement, and ability to adapt in a fast-paced, client-focused environment.

Outside of work, Melanie enjoys road trips, relaxing in nature, hiking, and staying active. She loves live music and values time spent with family, friends, and her dog, Moxie.

Welcome Melanie, we're excited to have you join the team!👏