Lineage Wealth Management, Inc | Financial Advisor in Norfolk ,VA

500 East Main Street
Suite 1110
Norfolk, VA 23510
Phone: (757) 313-1394

Financial Advice For Life


About

Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a Trustworthy Relationship.
This type of relationship is built by creating a consistently comprehensive pro-active high touch process with you so you can invest your time on having fun and enjoying your life. Experience Wealth Management the way it should be.
We invite you to explore The Lineage Experience.

20 Years of Experience



General Information
Insurance License#:   558414
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   VA, AL, AZ, FL, GA, MD, MI, NC, PA
Number of Years with Current Firm:   11
Work Experience:   20 Years
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Mutual Funds , Annuities , Insurance , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Assets Managed by Firm:   Yes


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000,00
Compensation Methods:   Commissions , Flat Fee , Based on Assets , Hourly
Fee % Based on Assets:   1%-2.5%
Hourly Rate:   $150- $275
Flat Fee Rate:   Min $1500



FAQs


DISCLAIMER

Securities And Financial Planning offered through LPL Financial Member FINRA/SIPC

Peter Workman

Peter Workman

Life & Health; Long Term Care; Specify below

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My Services


Financial Advice & Consulting

Taking the time to understand your primary goals is the first step in ensuring your financial success and security for you and your family. Our responsibility is to go beyond responsiveness to anticipation, and in doing so attain a deep understanding of: The importance of individuals, how wealth should serve, rather than complicate life. We are here to help you formulate and articulate your goals and thereby simplify your life in the process.


Financial Planning for Individuals

Lineage Wealth Management helps our clients determine their values, identify their goals, and implement a strategic plan to ultimately improve their quality of life. Each client receives a Financial Road Map Strategy that is tailored specifically to them, and as you progress through different stages of your life, Lineage Wealth Management is there to offer clarity and adapt to you as your needs change


Portfolio Management

We create strategies with tailored terms and risk/reward profiles that are designed to help clients: - Diversify risk - Potentially reduce volatility and attempting to provide downside protection - while attempting to preserve and enhance expected returns


Office Hours

Mon. 9:00 AM - 7:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 7:00 PM
Thu. 9:00 AM - 7:00 PM
Fri. 9:00 AM - 4:00 PM

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