When you are ready to begin a serious financial plan, VWM is ready to listen, support, and advise. We take the time to understand your current financial position, identifying strengths and weaknesses. We utilize a holistic approach. Together, we create and execute a financial plan incorporating where you are today, and where you want to be tomorrow. We strive to find solutions that are transparent and understandable.
Because planning for your future is serious business, many of our staff members carry advanced professional designations (CFP®, CPWA®, CFA®, CMT®, ChLU®, ChFC®). At VWM, we apply a broad base of knowledge, financial products, and services to make your financial plan uniquely successful.
Some of the services our clients utilize include:
• Asset Management
• Retirement Income Planning
• Education Funding
• Estate and Legacy Planning
• Insurance Needs Analysis
• Stock Option Maximization
• Employee Benefit Consultation
Our team wants to see you succeed. We believe that by providing superior guidance, discipline, and service, we can help dreams become a reality. There is always a way forward.