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Our Vision

We are committed to developing strategies designed to help preserve and grow our clients’ wealth. To accomplish this goal, we seek to observe the highest possible professional and ethical standards while continually finding ways to improve our service model.

We believe that our future is based on creating customized risk management strategies.  Over time, stocks have historically outperformed any other asset class, and the diversification among equity and bond classes is a critical element that may contribute to overall return.

Depending on our clients’ individual needs, we will coordinate with outside investment managers and incorporate stocks, bonds, exchange traded funds (ETFs), mutual funds, and tax-advantaged investment strategies to help our clients pursue their goals.

Dickman Pendleton Wealth Management Group

James Dickman, CFP® Senior Vice President/Investments, Branch Manager of Stifel, Charlottesville

James Dickman, CFP

Senior Vice President/Investments; Branch Manager

Shawn Pendleton Vice President/Investments of Stifel - Charlottesville

Shawn Pendleton, ChFC

First Vice President/Investments

Gail Helmick, MBA Registered Client Service Associate of Stifel - Charlottesville

Gail Helmick, MBA

Registered Operations Supervisor