Sprowls, Key & Romano Wealth Management Group

CONNECT

Address:

1900 Duke Street, Suite 100
Alexandria, VA 22314-3412

Phone:

(703) 739-1430 or 1454 or 1442

Fax/Other:

(703) 836-4842

 

We provide our clients with a full range of wealth management services and can extend our range by drawing on the extensive resources of Wells Fargo Advisors, Wells Fargo Private Bank as well as our network of other trusted professionals.

Comprehensive Investment Planning

  • Pre-/post-retirement planning
  • Estate planning services, coordinated with your legal advisor as needed
  • Income tax planning coordinated wih your tax advisor as needed
  • Long-term-care analysis
  • Insurance planning
  • Education planning

 

Portfolio Management Services

  • Personalized asset allocation
  • Fee-based private investment management
  • Tax-advantaged investments and annuities
  • Stock/Equity/ETF's, ETP's
  • Mutual fund programs
  • Fixed-income investments
  • Performance reviews
  • Unit investment trusts
  • Commodities
  • Option strategies
  • Certificates of deposit

 

Services for Businesses

  • Retirement plans: SIMPLE, 401(k), IRAs, SEP-IRAs
  • Periodic seminars for plan providers
  • Key-person life insurance
  • Periodic reviews with plan participants
  • Cash management

 

Comprehensive Reporting System

  • Periodic reviews
  • Quarterly summary of positions and transactions
  • Annual tax reviews with your tax advisor
  • Monitoring of bond call dates and maturities

 

Institutional Services

  • Endowments
  • Foundations

 

 

Access to lending services through Wells Fargo afiliates.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals