Colonial River Wealth Management LLC

Devin Garofalo is a financial advisor with Colonial River Wealth Management LLC in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Colonial River Investments, LPL Financial, Colonial River Financial Services, and Lincoln Financial Advisors. Outside of his advisory role, he is involved in tax preparation and owns a business entity for tax and investment purposes. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm customizes portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven tactical and target-volatility strategies alongside its Premier Solutions program.

Alex Hendrickson is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Colonial River Investment and LPL Financial since 2018 and was previously with Ameriprise Financial Services. Hendrickson is involved in real estate rental activities as a side business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm uses proprietary quantitative software to implement tactical and strategic allocation strategies and offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative limited partnerships.

Brian Wotring is a financial advisor with Colonial River Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and the Supreme Court of Virginia. Outside of finance, he operates Brian Wotring Photography, a personal photography business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using a mix of individual securities, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a generally long-term investment approach.

Alan Dawkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Colonial River Wealth Management LLC in Midlothian, VA. He has worked at Colonial River Investments, LPL Financial LLC, and Lincoln Financial Securities Corporation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses, utilizing proprietary quantitative software to implement tactical and strategic allocation strategies with a long-term orientation. The firm offers customized portfolios and comprehensive planning support, including discretionary and non-discretionary management and coordination with tax, legal, and insurance specialists.

Merrick Burleson is a financial advisor with Colonial River Wealth Management LLC in Palmyra, VA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Reliastar, Voya Financial Advisors, and LPL Financial. He also operates Burleson Financial Strategies Inc., an investment-related business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a long-term orientation.

Catherine Belanger is a financial advisor with Colonial River Wealth Management LLC, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at VOYA Financial Advisors, Inc., LPL Financial, and First Choice Financial Services Inc. She is also involved in tax preparation and accounting through Diamond Tax Services, LLC. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm uses proprietary quantitative software to implement tactical and strategic portfolio allocations and offers customized portfolios with a long-term orientation, serving clients through multiple offices and a wrap fee program.

Steven Prestyly is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Colonial River Investments, LLC since 2017 and has prior experience at The Main Street Group, LTD and LPL Financial. Outside of advisory services, he is a certified tax preparer involved with Newtown Tax Preparation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement account advice, utilizing proprietary quantitative software and customized portfolios with a long-term orientation and tactical flexibility.

John Robertson Jr. is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. He is also involved in non-variable insurance business activities. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers customized portfolios with a long-term orientation, employing algorithm-driven tactical and strategic allocation strategies supported by proprietary quantitative software.