Offering tailored wealth management solutions to help Woodlake residents achieve financial success.
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At Swift Creek Wealth Management, we are dedicated to providing expert financial guidance to the Woodlake, VA community. Nestled along the scenic Swift Creek Reservoir, Woodlake offers a dynamic blend of natural beauty and suburban living, and we bring the same balanced approach to your financial future. As a fee-only advisory firm, we focus on building strong relationships and delivering tailored solutions without the pressure of commissions or quotas.
Contact UsSwift Creek Wealth Management offers personalized financial planning services to the vibrant community of Woodlake, VA. With its beautiful reservoir and community-oriented culture, Woodlake residents receive tailored financial plans that align with their unique lifestyles and long-term goals.
Our asset management services in Woodlake provide local expertise with a focus on ensuring your investments perform optimally while minimizing risk. Known for its scenic views and active community, Woodlake deserves asset management strategies that reflect its dynamic environment, and Swift Creek is here to provide just that.
In Woodlake, Swift Creek Wealth Management offers an integrated approach to financial well-being, combining asset management with ongoing financial planning. Our clients benefit from continuous, customized advice designed to help them achieve long-term success in this picturesque lakeside community.
Meet John Hopkins
Welcome to Swift Creek Wealth Management. My name is John Hopkins.
I have worked as a Financial Planner and Wealth Manager since 2012. Prior to starting Swift Creek Wealth Management in 2019, I worked for a couple of other financial advisory firms in the area.
Before working in the Financial industry, I had a 20-year career as a Naval Flight Officer in the US Navy (yes, I flew off aircraft carriers). I also worked as a 401 (K) Mergers and Acquisition Conversion Specialist for the Vanguard Group and as a Six Sigma Black Belt for GE Transport International Pool/Modular Space (a GE Capital Company) during a two year break in my military service.
I grew up in Wellsboro, Pennsylvania and lived in many locations during my military career. I came to the Richmond area in 2005 and was the Commanding Officer of Navy Operational Support Center Richmond. Although I had a couple military positions after that, I have lived in Chesterfield County since then.
What our Clients Say About Us
At Swift Creek Wealth Management, our clients' success stories are our proudest achievements. Discover how we've helped individuals and businesses reach their financial goals and secure their futures.
“John quickly became something of an advocate during an unexpectedly contentious funds transfer from my university-based retirement plan to Swift Creek Wealth Management. His assistance made things so much easier, and foreshadowed what was to come: John has consistently been thorough and clear in his analysis and suggestions, and has tempered all advice with clear risk assessments. He is patient, explains everything very well, and is quite personable. I have recommended him to friends and would recommend him to anyone seeking a personal finance advisor.”
“My wife and I are both experts in our respective fields. However, financial planning is something we both previously considered a vulnerability, until we met John Hopkins. After having several poor experiences with other financial advisors, we were about to give up until we met John. Being retired military, we were drawn to John based on that commonality. We were a bit skittish meeting with him for the first time but our reservations were quickly resolved. John is highly professional, understanding, immensely capable, and also very relatable. He has taken the time to explain absolutely everything we have covered and guides us in taking the right steps to secure our financial future. We are thrilled to have found John whom we are confident has our best interests at heart. We highly recommend him to others.”
Serving Our Community Across Virginia
Providing Expert Wealth Management Services in Multiple Locations
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Reach Out Today to Schedule a Consultation and Take the First Step Towards Securing Your Financial Future
