Mainsail Wealth Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service.
Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference.

Mainsail Wealth Advisors, LLC 
Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services.  Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. 

Raymond James financial advisors may only conduct business with residents of the states and/or
jurisdictions for which they are properly registered. Therefore, a response to a request for
information may be delayed. Please note that not all of the investments and services mentioned are
available in every state. Investors outside of the United States are subject to securities and tax
regulations within their applicable jurisdictions that are not addressed on this site. Contact your
local Raymond James office for information and availability. 
Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Office phone: 804-693-5500
Office fax: 804-693-2925

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