Serving the financial planning and wealth management needs of Williamsburg businesses and high net worth individuals
With diverse businesses that reflect the unique locale and geography, this part of the Historic Triangle is a thriving and dynamic spot to live and work in. With so much to offer, it’s no surprise that many choose to call this part of the Peninsula home including PBMares Wealth Management. In support of the community, our team offers investment management, retirement planning, family advisory, estate planning, and risk management services to help businesses and individuals achieve their financial goals.
We actively support a wide variety of organizations that strengthen and support our community, like the Williamsburg Land Conservancy, Kiwanis Club of Williamsburg, Williamsburg Area Chamber of Commerce, Hospice House and Support Care of Williamsburg, Williamsburg Area Chamber & Tourism Alliance, Williamsburg-James City County Education Foundation, Rotary Club of Williamsburg Foundation, Williamsburg Health Foundation, and Williamsburg Landing Retirement Community.