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Richard W. Weeks, CFP®| Portfolio Manager, Managing Director, Partner

Richard Weeks

Richard Weeks is VWG Wealth Management’s chief investment officer and portfolio manager. With over 20 years of industry experience, he creates and oversees custom investment solutions, paying close attention to our client’s specific financial planning requirements, income needs and risk tolerance. Richard is responsible for overall risk management and due-diligence on outside money managers.  He directly manages equities through VWG’s proprietary ETF portfolios, and bonds in taxable and tax-free income portfolios.

He has held the  Certified Financial Planner™ designation since 2002. He is an Accredited Investment Fiduciary® designee. Richard has been recognized in 2005-2007 on the Winner’s Circle Top 50 Advisors in Virginia Business Magazine’s Wealth Advisor List. Prior to VWG Wealth Management’s move to Hightower Advisors he served as a Financial Advisor with Morgan Stanley and Legg Mason.

Richard graduated cum laude with a Bachelor of Science degree in Administration and
Management Science from Carnegie-Mellon University. He and his wife Maria enjoy spending time in their Northern Virginia and Southern Florida homes. They have a “Brady Bunch minus one” blended family – his son and daughter and her three sons. During Rick’s free time he exercises, reads and listens to podcasts. He enjoys art and photography, hiking, wine and travel.

“We pride ourselves in creating and supervising portfolios customized for each specific client. Paramount importance is placed on risk management.  And the VWG ‘secret sauce’ is that we directly manage much our client’s assets ourselves, through our VWG equity ETF and fixed income portfolios.  We do not stamp out cookie-cutter portfolios, or hand out ‘Wall Street market-based’ investment management.”

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