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Planning Your Future
With Confidence

Begin Your Journey

Amazing Moments 
& Complex Challenges

You don’t have to navigate through life’s journey alone. We focus on delivering exceptional client experiences in everything we do.

Your Wealth Management Team

  • Marriage

  • Starting a New Career

  • Beginning a Family

  • Owning a Business

  • Financing Education

  • Loss of Employment

  • Starting over after Divorce

  • Loss of a Loved One

  • Planning for Retirement

Where are you in your
Financial Journey?

Families &#38; Individuals<br/><sup><br/>Next Generation Investors</sup><br/>

Families & Individuals

Next Generation Investors

  • Customized investment asset allocation
  • Personalized financial plan with cashflow and forecasting
  • Comprehensive estate planning and beneficiary protection strategies
  • State-of-the-art technology
Learn more
Executives &#38; Working Professionals<br/><sup><br/>Accumulators</sup><br/>

Executives & Working Professionals

Accumulators

  • Customized investment management solutions
  • Comprehensive focused wealth plan
  • Company benefits review
  • State-of-the-art technology
Learn more
Business Owners<br/><sup><br/>Entrepreneurs</sup><br/>

Business Owners

Entrepreneurs

  • Business valuation and succession planning
  • Business risk management protection strategies
  • Comprehensive business focused wealth plan
  • State-of-the-art technology
Learn more
Retirees<br/><sup><br/>Established Investors</sup><br/>

Retirees

Established Investors

  • Customized investment management solutions
  • Comprehensive focused wealth plan
  • Investment laddering and investment protection strategies
  • Optimize Social Security, Medicare benefits, and other benefits
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Women Investors<br/><sup><br/>Widows &#38; Divorcees</sup><br/>

Women Investors

Widows & Divorcees

  • Customized investment management solutions
  • Focused Wealth Plan to align with your life changes
  • Empowering advice to help you maintain control of your financial independence
  • Compassionate and collaborative estate planning services and protection strategies
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How do I know which investments are right for my family and me?

Feel confident about your financial future. You know what you want – the question is how you plan to get there. We’re here to help with that.

Begin Your Journey

Trustworthy Advisors to Guide You to Your Personal Goals 

Everyone has advice on what you should do with your money – but how do you know if they have your best interest in mind? Our advisors at Colonial River Wealth Management are here for you and have a commitment to service you with the utmost professionalism and care.

Alexandra Bowers

Alexandra
Bowers

Operations Manager

John Robertson

John
Robertson

LPL Registered Principal, Wealth Strategist

Heidi Garofalo

Heidi Garofalo

Chief Operations Officer

Devin Garofalo, AIF®

Devin
Garofalo, AIF®

Chief Executive Officer, Wealth Advisor

Brian Wotring

Brian
Wotring, JD

Wealth Advisor

Client-Centered 

We understand the great responsibility we take on when you choose to work and invest with us, and we dedicate each of our actions to fulfilling that obligation. We prioritize being available to you and your family to answer any questions you have, big and small. When you work with us, you can rest assured that we'll always be there for you.

100+

Combined Years of Experience

1200+

Number of Households

742MM+

Assets Administered

Test Your Investment Knowledge

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Midlothian Office

Midlothian Office

MIDLOTHIAN, VIRGINIA

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Newport News Office

Newport News Office

NEWPORT NEWS, VIRGINIA

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Williamsburg Office

Williamsburg Office

WILLIAMSBURG, VIRGINIA

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Fredericksburg Office

Fredericksburg Office

FREDRICKSBURG, VIRGINIA

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Are You Ready? 
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.