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Aligning Wealth with Values

Our team seeks to make a meaningful difference in the lives of our clients and their families by helping them align their wealth with their values.

Each client brings a particular set of circumstances with specific needs. We do not lead with certain solutions or limit clients to rigid models; rather, we determine the clients’ overall objective and establish a unique path forward. Our process-driven guidance allows us to remain consistent in our methodology while adjusting to our clients’ ever-evolving needs. Intentionality is at the core of our approach whether we are developing financial solutions or managing our day-to-day operations.

Our Approach

What You Can Expect From Us

  • Customized plan to serve as the road map to pursue your objectives
  • Routine communication and education through personal calls and meetings coupled with our web services
  • Transparent fee structure
  • Regular comprehensive reviews
  • Ongoing portfolio monitoring and management
  • Coordination with other professionals such as private bank advisors, tax professionals, and attorneys
  • Sensitivity to your family relationships and dynamics
  • Involvement and collaboration with family members, where appropriate

Our Process

  • Conduct initial meeting to establish your objectives and expectations
  • Review of your customized plan in a second meeting
  • Implement your plan
  • Establish a communication plan and update your blueprint as your needs change

Contact Us

To schedule an appointment or find out more information, send an email to dillereasorgroup@bbtscottstringfellow.com or call us at 757-446-6882.

We look forward to speaking with you.

The Dille • Reasor Group

Norfolk, VA

500 E. Main St., STE 300
Norfolk, VA 23510
P: (757) 446-6800

Publications of Interest