Meet The Team
The team behind Wealth Innovations, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
James B. LaNeave Managing Partner
Jim LaNeave is an independent financial advisor who has been in the financial services industry since 1983.
After serving as an underwriter at Aetna Life and Casualty, Jim began working as a financial advisor for Transamerica. Five years later, Jim decided to take the helm on his own, and he has been the skipper ever since.
Jim and his team work to design and implement retirement income and wealth preservation strategies and provide an elite standard of service. Jim’s focus is on finding investments for his clients, featuring the potential for growth and income and, where appropriate, favorable tax treatment. He has spent his entire career educating and guiding individuals and families in the development and implementation of retirement planning.
Jim attended the University of Richmond. In his free time, he likes to spend time with friends and family, including his wife, Judie, and three children and four grandchildren. Jim is passionate for Virginia’s Northern Neck area and can often be found boating along its rivers and the Chesapeake Bay.
Samuel B. LaNeave Managing Partner
Samuel is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
With 14 years of industry experience, including time with Wachovia Securities and Lincoln Financial/Sagemark Consulting, Sam has a diverse background of education, firm experience and a high level of proficiency in helping individuals, families and business owners create and complement comprehensive financial and estate plans.
Sam and his father conduct numerous informational financial planning seminars as well as specific workshops on Social Security and tax strategies throughout the Richmond metro area.
Sam is a native of Richmond and attended the Virginia Military Institute. He and his wife, Tiffani, have two children, Judah and Eli.
Marian Crawford Managing Partner
Marian believes that a true fiduciary should be able to walk both sides of the line, offering clients products that help them secure and ensure their retirement income stream, shelter their investments from taxes, along with fee-based financial planning options. Working for a larger financial services firm would have pinned her to one portfolio of products and investments, rather than having the entire market available for her clients disposal. After starting with Wealth Innovations, she believes she is right where she is supposed to be. Marian holds both her Series 7 General Securities license, Series 66 Investment Advisor License, as well as her Virginia Life and Health Insurance License. Marian loves guiding clients through the process of streamlining, consolidating, and fine-tuning their financial and retirement plan, no matter what stage of life they are in. Outside of the office, nothing is more important to Marian than her young daughter Virginia. Marian enjoys spending time with family and friends and exploring the local parks and trails with her energetic toddler.
Director of Operations and Client Services
Client Services Specialist
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.