Wealth Management

We take great care in considering all client relationships to ensure that our services will be valuable, beneficial, and in the best interest of each client—not only now, but for years to come.  We take a personal approach as we assist you in managing your wealth by providing regular updates, complete fee transparency, and concise reporting.  Plus, we think you’ll love our mobile app to view your entire net worth in one portal—all designed so you know exactly how your money is going to work for you. 

Serving you and your family.

Shrader Wealth Advisors, based in Roanoke, VA, helps individuals with wealth management.

Investment Management

– Portfolio Design
– Investment Allocation
– Trading & Rebalancing
– Risk Profile & Analysis
– Fiduciary Oversight

Financial Consulting

– Retirement Planning
– Budgeting & Saving
– Debt Analysis
– Net Worth & Assets
– Insurance Review