About Us

The Right Choice in Wealth Management

Our clients’ best interests are V Wealths number one priority.

We work closely with each client to create individualized, comprehensive plans that are suited to their wealth needs and risk appetite. The financial success of our clients depends upon their understanding of their current economic situation in order to make prudent financial decisions. We help them prepare by providing a high standard of excellence and advice that will take them where they want to go with their financial wealth.

Our unbiased, independent advice and excellent client service has been supporting clients since 2009. V Wealth is an independent wealth management firm with over 16 advisors who provide in-depth knowledge and experience of the market to support every detail of their financial plans.

Being an independent firm is one of the key ingredients in providing objective advice and service to our clients. V Wealth is supported by an independent research team at LPL Financial, the nation’s largest independent brokerage firm*. The research team at LPL Financial is free to recommend and manage assets without any worries about conflicts of interests or hidden agendas. This freedom gives us the flexibility to offer non-proprietary investment products that are best suited to the needs of our clients. For more information about LPL Financial, please click here.

As one of the largest independent financial firms in the Midwest, V Wealth provides the service and strength of a Wall Street firm with a more personalized hands-on approach to financial guidance.

Our clients won’t be lost in an institutionalized maze because we are their partner every step of the way on their financial journey.

*As reported by Financial Planning magazine, June 1996-2011, based on total revenue.