James Anthony Pavik Sr [ChFEBC℠]
Mail: PO Box 145
Physical Office: 138 Main Street Suite #104
Matthews , VA 23109-0145
Original Certification Date 3/15/16
Organization: Pavik Wealth Management Inc.
Broker Dealer: Invest Financial Corp
Phone: 804-725-3740 Extension:
States Currently Licensed: VA, NY, CA, MD, NJ, GA
CRD #: 5650816
Primary Insurance Companies: We have access to all the major insurance companies, and utilize those products that best fit our specific client’s insurance, long-term care, disability, business & wealth transfer needs; without regard for specific insurance firm incentives.
Primary Investment Companies: As an independent firm we have access to most of the major investment firms, e.g., JP Morgan, Goldman Sachs, BlackRock, Vangaurd, etc., and we utilize a disciplined “best in class” process when selecting investment alternatives to create our client’s wealth management strategies. Our primary financial research is conducted by an independent firm that creates analysis recommendations based sole on corporate fundamentals; not to substantiate proprietary products.
Services: Fiduciary for Your Financial Future. Our sole purpose is to create financial security for our clients, their families, their business interests, and their employees. We strive to work without proprietary constraints, or potential conflicts of interest, and in synergy with your individual situation to develop a personalized wealth management strategy that is designed to assist in achieving your financial dreams…to create, protect, distribute, and transfer your wealth to achieve your retirement, and legacy goals.
Additional Information: CWM Chartered Wealth Manager/The Johns Hopkins University, MS-Management & Economics/Old Dominion University, BSBA Technology allows us to communicate seamlessly with our clients, anywhere, at anytime-for the benefit of our clients.