Wes Kaufman

Wes Kaufman joined Waverly Advisors in September 2026 following the acquisition of Heartwood Wealth Advisors by Waverly Advisors, LLC. Wes serves as a Partner and Wealth Advisor in Waverly’s Richmond, Virginia, office.

Wes works directly with clients on financial planning and day-to-day wealth management, helping them make thoughtful decisions across their financial lives. He is especially passionate about helping clients develop practical strategies that support their goals and provide clarity around their finances.

Prior to joining Waverly, Wes was with Heartwood Wealth Advisors. Earlier in his career, he spent 18 years with Merrill Lynch. Before entering the financial services industry, Wes served for five years as an officer in the United States Marine Corps.

Outside of work, Wes enjoys traveling with his wife, Jennifer, and spending time with their twins. He also enjoys golf, surfing, tennis, and following soccer.

[email protected]

804-269-8715

Richmond, VA

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Science, United States Naval Academy
CERTIFIED FINANCIAL PLANNER™ professional

Community Involvement

Longtime volunteer, Anna Julia Cooper School
Serves on multiple committees at St. Mark’s Episcopal Church

Ask Me About:

Surfing
Soccer
Travel
The military
Financial planning