The origins of our team began in 2000 when Scott Haley and Judy Mansfield decided to join forces while with A.G. Edwards and Sons, Inc. What started as a way to maximize resources and talents to best serve clients became the model for our practice, founded on teamwork, and always focused on doing what is right for our clients. As our business grew and the needs of our clients became more complex, the team expanded with the addition of both Jason Koptish in 2006 and Scott Glaze in 2009. Even as the team has expanded and the landscape has shifted under our feet, our primary focus has always been on working as a team to develop sophisticated investment management and financial planning solutions for our clients.
After several mergers including Wachovia Securities and Wells Fargo Advisors, the team decided the best path forward was as an independent company solely focused on meeting the ever changing needs of our clients. We created Mainsail Wealth Advisors, LLC and opened our doors on September 27th, 2013. After extensive research, interviews, and planning, Mainsail Wealth Advisors, LLC chose to align with Raymond James Financial Services. Raymond James provides all of our custody services, technology, back office support, and compliance.
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service.
Today our boutique firm serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference.