Mainsail Wealth Advisors Email Format

Financial ServicesVirginia, United States11-50 Employees

Mainsail Wealth Advisors operates as a financial services firm focused on investment management, retirement planning, and estate planning for retirees and pre-retirees. Serving more than 500 families and businesses across twenty states from its Gloucester and Richmond locations, the practice emphasizes face-to-face meetings and tailored plans to address individual goals and circumstances. The company describes itself as a boutique advisor that aims to deliver a high level of personal service within its client service culture. Based in Gloucester, Virginia, and with an established presence through its affiliation with Raymond James Financial Services, the firm provides securities and advisory services through related entities as part of its offering. A recent development noted is the promotion of Nick Shedd to Partner, reflecting ongoing leadership changes within the firm.

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