Virginia Wealth Management Group, Inc.
Virginia Wealth Management Group, Inc. is a fee-only registered investment adviser based in Virginia Beach, VA, founded in 2020 by Stephen Saal and Scott Saal. The firm serves as an independent investment adviser providing wealth management and financial advice to individuals, families, and entities. As of 2025, the firm has approximately 4 employees, with the majority in investment roles.
Investment Strategy
The firm primarily follows a diversified long-term investment strategy, focusing on constructing portfolios across equities, ETFs, and mutual funds for its clients. They actively adjust holdings based on market conditions, with an emphasis on maintaining a balanced and risk-aware approach. The firm is a net buyer in equities and regularly adjusts its holdings to meet client objectives, evidenced by dynamic changes in stock and ETF positions quarter-over-quarter.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 5.21% | $9.1M | 12 | $489164.75 | $754200.00 | +$304.8K |
J JPM | JPMORGAN CHASE & CO. | 4.30% | $7.5M | 23,662 | $147.30 | $315.43 | +$499.4K |
M MSFT | MICROSOFT CORP | 3.43% | $6.0M | 11,490 | $317.44 | $517.95 | +$214.5K |
B BLK | BLACKROCK INC | 3.35% | $5.8M | 4,983 | $1024.60 | $1165.87 | +$568.5K |
K KMI | KINDER MORGAN INC DEL | 3.21% | $5.6M | 196,601 | $17.46 | $28.31 | -$242.6K |