Dan Neice

MBA, CFP®

Wealth Consultant | Managing Partner

757-530-4095 Ext 107

2877 Guardian Lane
Suite 1E
Virginia Beach, VA 23452

dneice@covawealthgroup.com

Investment Management

Investment Management

Whether opening your first IRA, needing to rollover retirement accounts from past employers, getting ready to retire, or simply desiring Professional Management of your investments.

Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals. 

Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Questions? Let's connect

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