TCV Trust & Wealth Management Email Format

Investment ManagementVirginia, United States51-200 Employees

TCV Trust & Wealth Management provides independent fiduciary services and fee-only wealth management within the investment management field. The firm traces its origins to The Trust Company of Virginia, founded in 1993 as Virginia's first independent trust company; in 2008 a holding company, TCV Financial, was formed to oversee its offices and future affiliates, and in 2018 a fifth office opened in Knoxville, Tennessee as a Tennessee-chartered trust organization operating under the name TCV Trust & Wealth Management. Based in the Richmond, Virginia area, the company maintains a cross-state presence in Virginia and Tennessee.

Its client base consists of individuals seeking fiduciary guidance and investment management, with access to investment expertise even without establishing a trust. The firm positions itself as an independent, fee-only advisor within the investment management landscape. In 2023, the firm expanded its leadership by naming Julie P. Gaudett as vice president, client administration and estate specialist.

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