RRC Wealth Management

Specialties

Business Retirement Plans, Endowments, Foundations, Business, Individuals, Portfolio construction and management, financial planning and insurance

History

Established in 2011.

Business began as an independent broker-​dealer firm located in Roanoke, VA. The business model was converted to a registered investment advisor in July 2012 in order to serve clients better. The office was relocated to 508 E. Main St Salem. As the business continued to grow the office was once again relocated to the present location with 3 employees.

Meet the Business Owner

Brandon C.

Business Owner

Brandon began in the investment business in 2007 with a well known brokerage firm where he gained most of his training to become a licensed financial advisor. Brandon saw changes in the investment model and in the economy around this time a transitioned into a position with a regional bank. He found that being a bank advisor lead to many opportunities but it was still not the model he wanted for his clients. Brandon then transitioned into independence in 2011 and quickly realized the clients he was serving preferred a fee only model to a fee-​based model and so RRC Wealth Management was born.