A Fiduciary For Your Financial Future

 
Proudly serving with integrity as a fiduciary to the specific personal and business financial needs of our clients. 
 

PAVIK WEALTH MANAGEMENT Inc.

Wealth Management

 

Philosophy

Process

Client Profile

President Profile

Life Brokerage

Resources

 

Advisory Services

Financial Planning

Retirement

Investments

Insurance 

Education

Estate Planning 

Religious, Environmental & Social Acceptable Investing

 

Show More

James A. Pavik, Sr.

 

ChFEBC℠ Chartered Federal Employee Benefits Consultant

President Profile

​​​​​​​​​​​The client comes first - as a fiduciary to our clients, there is no question of who's interests come first...​​​​As an independent firm, we have access to research and resources available throughout the entire investment industry.  
We are not limited to the proprietary thought processes, and proprietary products of a single firm.​
 
Let me show you what that means to you...

1/2

Historic Foster Faulkner building

138 Main street

suite 104

P.O. Box 145

Mathews, Virginia

23109

(804)725-3740

Mathews, Virginia

At No Cost

Our initial consultation together is always without cost to you. Let us begin to understand you; from both your family and career perspectives, and allow you to see how a fiduciary can provide a concierge confidence to your financial future.   Let's Talk!  

 

Investment Advisory Representative and Registered Representative of  LPL Financial Corporation, member FINRA/SIPC.

PAVIK WEALTH MANAGEMENT Inc. does not offer tax or legal advice.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of the broker-dealer "BD" or investment advisor "IA" may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of the BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect transactions in securities; or (b) rendering personalized investment advice for compensation.