Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801

540-801-8000

Fee-based. Objective. Independent

About Good Wealth Management

With offices in Harrisonburg, VA and Fairfax, VA, Good Wealth Management is a truly independent wealth management firm servicing multigenerational-families and businesses in several states.

As an independent firm, we pride ourselves on providing unbiased and conflict-free investment advice based on a thorough understanding of our clients unique circumstances.

General Information

Firm Start Year

1993

No.of Employees

5-9

Name of Custodial Firm

LPL Financial, Charles Schwab, Fidelity Institutional

Years of Experience in Financial Services

15+

Number of Years with Current Firm

10+

Work with the following types of clients

Individual Investors, Multi-generational families, Businesses

Services

Investment Types

Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Phone, Video Conference, Our Office

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

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