NEWSLETTER
Xerxes Nabong, CFP®, CDFA®
Philip M. Maliniak, CRPC®
Nicole Brown-Griffin, CFP®, CDFA®, EA
Aaron Petty, Client Associate
Hampton Roads: (757) 394-3486
Greater Phoenix: (480) 687-9339
Orange County: (949) 660-8869
Long time no see, let’s catch up!!
It’s already February! We hope that 2024 has been treating you well so far. There are some exciting updates we want to share with you. Keep reading and you’ll find:
- Introductions to our newest team members
- Addition of provided services offered at Wealth Avenue
- The 2024 Key Financial Data Card
- Client Perks: Top Golf, Norfolk Tides tickets and upcoming events
A warm welcome to Wealth Avenue's newest team members
Nicole Brown-Griffin is excited to join the Wealth Avenue family! She joined Wealth Avenue in September 2023. Born and raised in Manhattan, she enjoys meeting new people and working with our team. For over 12 years, Nicole provided financial counseling to the military community. She helped all branches of the military and their dependents at Military OneSource.
Most recently, Nicole provided financial education services to sailors and their dependents at Norfolk Naval Base through the Fleet and Family Service Center. Nicole has 18 years of tax preparation experience.
Nicole lives in Norfolk with her husband, two children, mother, and two dogs, Dakota and Reno. Spare time, ha! Nicole doesn’t know what that phrase means anymore after chasing around her 4 and 1 1/2-year old’s. Nicole enjoys being around water, cooking delicious meals, and decorating her home.
If you have called the office recently, you may have noticed a new voice on the other line. Felicia Thompson has been getting better acquainted with you all since the beginning of December, as our new client service coordinator. Don’t worry, Evelyn is still with our team in client operations. Felicia is a Virginia Beach transplant, originating from Baltimore, Maryland. She moved here with her husband, Kevin and their chihuahua, Koda.
Felicia is also a licensed cosmetologist so she likes anything beauty related as well as painting, hiking and trying new recipes.
At 3:32pm on December 16th, Wealth Avenue hit a high mark when Ava Marie Nabong was born to Xerxes and Alyson.
Mom, Dad, and baby are adjusting well and are loving their new time together. Xerxes has enjoyed spending time at home as a new dad and has plenty of daddy daughter dance party footage to share. Xerxes will return to the full swing of things this month and looks forward to this new chapter.
Did you know we offer these services?
Business Owners
- For many years we have been providing proactive retirement plans and consultative insurance advice to our valued business clients. As business owners like many of you, we are aware of understanding of your desires to to take advantage of and benefit from offering key benefits to you and your employees. If we haven't looked into your company retirement plan, keep in mind it should be assessed and analyzed periodically for its effectiveness and to meet Department of Labor standards. Not only can we do a check up on your plan and advise on investment and design improvements, we can personally create plans that work best to match the goals of your business that include tax reduction goals, financial wellness programs, as well as review and competitive quotes for recordkeeper replacement and benchmarking.
- Along with retirement plan services, our consultative insurance advice solutions are centered on safeguarding your business, personal financial interests, and well-being of your employees. We can discuss and provide guidance on group health, life and disability benefits, and key person coverage. Our aim with these services are to to help increase the value of your business by protecting your business and employees from financial losses. WEALTH
Divorce Planning
- Our team has three advisors holding the Certified Divorce Financial Analyst (CDFA®) designation. This expertise allow us to help you comprehensively understand your financial landscape — before, during, and post-divorce — to avoid common financial and tax oversights during divorce proceedings. A Certified Divorce Financial Analyst (CDFA®) is a professional uniquely qualified to guide you through the financial complexities and intricacies of divorce. Think of them as specialized financial advisors for divorce scenarios. A CDFA® plays a crucial role in ensuring that your divorce decisions are financially sound, both in the short- and long-term.
2024 Key Financial Data Card
Attached with this newsletter is the 2024 Key Financial Data Card. While much of our financial planning work is centered around this information, we hope that you will find this card as a handy reference throughout the year in between our conversations. Nearly all the key items that affect one’s personal finances are contained in the card’s easy to follow format, including but not limited to:
- 2024 tax rate schedule
- Standard deductions and child tax credit
- Tax rate on long-term capital gains and qualified dividends
- Uniform lifetime tables for required minimum distributions
Please keep in mind that any of this data may change throughout the year as a result of financial and tax law changes. Our goal is to keep you informed of such changes and its impact on your personal bottom line.
If you would like a physical copy of the Key Financial Data card, please contact Genevieve Weaver at gweaver@wealthavenue.us and she will mail you a copy.
Referrals
In 2023, our team took on 36 new client relationships. Many of these new clients were your family members, friends, and colleagues and we cannot thank you enough for continuing to trust us to take care of the people closest to you.
Thanks to technology like virtual meetings and Zoom, we have welcomed many new client relationships with people residing outside of Virginia and Arizona. Near or far, in-person or virtually, we can provide services and advice nationwide. If there is someone whom you would like us to meet, we would be honored by the introduction.
Client Perks and Events
Topgolf
- We have a platinum membership to Topgolf available to you. We would like to remind you that our corporate Topgolf membership allows for specific hours of free play and discounts on food. Please contact us to reserve the physical card required to use our membership. Below are the membership hours for free play:
- Monday – Wednesday: Open to close
- Thursday – Friday: Open to 5pm
- Saturday: Open to noon
- Sunday: Open to noon; 5pm to close
- Plus 20% off food and non-alcoholic beverages
- Plus 20% in-venue retail
Norfolk Tides
- Tickets for the 2024 Norfolk Tides baseball season will be available in March. To reserve two tickets, please contact our office and someone from our team will check availability. Tickets can be picked up at the Wealth Avenue office in Virginia Beach.
- Unused tickets may have exchange privileges and may offer you the opportunity to reserve more than two tickets. The season extends into September, so please call the office to enjoy these home games at the beautiful Harbor Park.
Upcoming Event
Wealth Avenue Spring Shred Fest
- Protect yourself and others from identity theft and save storage space by attending our first annual Shred Fest on May 2nd at the Wealth Avenue Office in Virginia Beach.
- Be on the look out for a Greenvelope invitation with all the details arriving in your inboxes soon.
Your Team at Wealth Avenue,
