Hoskins Letchworth Wealth Management
Our mission is to help clients preserve and grow their capital over multiple generations. We accomplish our goal by building relationships that are based upon trust and by providing sound professional advice and impeccable service. We are committed to understanding the challenges clients face and delivering the full capabilities and resources of our company to help them meet those challenges. The powerful combination of Merrill and Bank of America allow us to deliver extensive wealth management to help our clients achieve their goals. By working closely with our client’s attorney and accountant, our customized strategies span the complete range of asset management, retirement planning, estate planning options, credit strategies, insurance, and access to banking services through Bank of America, N.A.
At Hoskins Letchworth Wealth Management, we start by getting to know you — your goals, your concerns, and the areas of your financial life that may need more attention. We believe meaningful advice starts with a deep understanding of what matters most to you.
Every relationship begins with financial planning. It's the foundation for the personalized recommendations we provide. Using the Merrill Personal Wealth Analysis®, we help you visualize a clear path toward your goals.
Before our first meeting, we'll send a checklist of helpful documents to gather, along with an Investment Personality Assessment so we can better understand how you think about risk and investing.
In our second meeting, we'll talk through your financial picture and walk you through the personalized recommendations we've developed — along with suggested next steps.
There's no cost or obligation for this two-meeting process. It's simply the best way for us to determine whether we're the right fit — and for you to experience how we work.
To schedule your first meeting, give us a call at 434-485-8282. We're happy to meet in person or virtually — whichever works best for you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
