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4905 Dickens Road, Suite 108, Richmond, VA 23230

804-355-5543
jlaneave@wealthinnovationsllc.com

About Us
We Genuinely Care About Your Financial Future

About
We Do This Because It Matters

We got into financial planning because we saw how much of a difference the right guidance can make — especially when it comes from people who genuinely care. Too many families feel overwhelmed or unsure about their finances, and we wanted to change that for the people in this community. When you work with us, you're not getting a sales pitch. You're getting a team that listens patiently, explains things clearly, and treats your goals with the care and attention they deserve.

What Makes Us Different
What It Really Means to Put You First

Everything about the way we work is designed around one thing: making sure you feel supported, informed, and confident in your financial decisions.

Our Mission

Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Our Vision

We want every client who walks through our door to feel heard, valued, and empowered to take meaningful steps toward the life they want — without ever feeling rushed or pressured.

Our Core Values

Empathy, patience, and integrity guide everything we do. We believe in taking the time to get it right, explaining things as many times as you need, and always acting in your best interest — no exceptions.

Meet The Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

James B. LaNeave

James B. LaNeave

Co-Founder & Managing Partner

Samuel B. LaNeave

Samuel B. LaNeave

Co-Founder & Managing Partner

Marian Crawford

Marian Crawford, CFP®

Managing Partner

Ashley LaNeave

Ashley LaNeave

Director of Operations and Client Services

Jeffrey Brallier

Jeffrey Brallier

Client Service Specialist

Diane Norris

Diane Norris

Assistant to Samuel LaNeave

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call