Building Financial Strategies That Stand the Test of Time
Fredericks Wealth Management works with you to build tax-efficient strategies that reflect your priorities—protecting your income, preserving your wealth, and preparing for future opportunities.
Fredericks Wealth Management
Serving Individuals, Families, and Businesses for Over 50 Years
Since 1971, Fredericks Wealth Management has helped individuals and families develop personalized financial strategies that align with their needs. As a financial advisor firm in Winchester, VA, and with a focus on tax-free income planning, retirement strategies, and federal benefits, we provide independent guidance to help you make informed decisions. Whether you’re preparing for retirement, evaluating tax-efficient investment options, or managing your estate, our goal is to provide clear, practical solutions that align with your financial journey.
Federal Benefits & Retirement Planning Services
Federal employees face unique retirement decisions. Our retirement planning services help align your pension, TSP, and survivor benefits with your goals to build a more coordinated strategy.
Wealth Transfer Services & Legacy Planning
Our wealth transfer services help individuals and families plan how their wealth will be passed on, thoughtfully addressing tax impact, inheritance, charitable giving, and family financial priorities.
Wealth Preservation Services
Wealth preservation is about protecting assets from unnecessary loss, taxes, or erosion, while keeping your financial strategy aligned with your future goals and lifestyle needs.
Retirement Income Services & Distribution Planning
Turn savings into structured retirement income. Our retirement income services help create a tax-aware, flexible distribution plan that reflects your goals and adapts as your needs evolve.
Wealth Accumulation Strategies
We help individuals and families grow their assets through thoughtful, personalized wealth accumulation strategies designed to support their future goals without compromising their current lifestyle or financial stability.
Tax-Free Income Planning
We help clients explore tax-free income planning strategies that align with their values, reduce future tax exposure, and support the financial goals they’ve worked hard to build.
Take Control of Your Financial Future
Your financial decisions today shape your future. Whether you’re planning for retirement, optimizing tax strategies, or securing your legacy, we’re here to help.
Don’t Let Rising Taxes Derail Your Retirement
With growing concerns around tax rates and market volatility, a thoughtful plan can help position your income for greater efficiency in retirement. Discover how a tax-free income strategy may support your long-term goals. As part of the Power of Zero Advisory Group, we offer guidance rooted in proven strategies designed to help manage future tax risks and build lasting financial confidence.
Latest Articles
Financial strategies evolve, and staying informed can help you make better decisions. Our blog covers retirement planning, tax-efficient strategies, and wealth preservation tips to help you navigate your financial future with confidence. Check out our latest articles and stay ahead of the curve.
READ OUR LATEST GUIDE
Midyear Guide to Tax Planning
Get ahead of year-end stress with our Midyear Tax Planning Guide. Stay proactive with key updates on tax law changes, retirement contributions, charitable giving, and estate planning—plus practical tips and checklists to help you make smarter decisions before year-end.
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