We move beyond the traditional approach by considering all aspects of your financial picture and examine how they work together to reduce tax, increase investment returns, and mitigate risk. Going outside of just stocks and bonds - our institutional approach to investing offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio.
We are different. We are independent investment advisors. We carry no vested interest in "selling" you specific investment mandates that are forced upon us. Many investment firms only allow their advisors to pick from in-house investment mandates. We have no such limitations. Our fee-based services are designed with our client's best interests in mind.
We are different. We are independent investment advisors. We carry no vested interest in "selling" you specific investment mandates that are forced upon us. Many investment firms only allow their advisors to pick from in-house investment mandates. We have no such limitations. Our fee-based services are designed with our client's best interests in mind.
Services
Our team has collectively over 100 years of experience and is committed to taking care of our clients' financial needs. Over the years, we have become profoundly involved in the community, sitting on numerous boards and being the premier sponsors of many community organizations.
These include the Norfolk General Hospital Foundation, Alzheimer's Society, Norfolk Literacy Council, United Way, NACL, Rotary Club, South Coast Special Needs, Camp Trillium, MS Society, Big Brothers and Big Sisters.Jamie co-founded Suprun Wealth Management, along with his father Tony. Jamie is responsible for day-to-day investment management and reviews with clients.
These include the Norfolk General Hospital Foundation, Alzheimer's Society, Norfolk Literacy Council, United Way, NACL, Rotary Club, South Coast Special Needs, Camp Trillium, MS Society, Big Brothers and Big Sisters.Jamie co-founded Suprun Wealth Management, along with his father Tony. Jamie is responsible for day-to-day investment management and reviews with clients.
At Suprun Wealth Management, with iA Private Wealth, we take the time to understand your goals and offer comprehensive wealth solutions to help you realize your short and long-term goals. We have aligned ourselves with 3rd party financial, tax, and legal professionals to pursue what's in the best interest of our clients.
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