Services

Services

We provide comprehensive financial and investment management for individuals, families, executives and entrepreneurs. We specialize in helping our clients carefully manage their finances and retirement to prepare for a successful financial future.

V Wealth offers multiple services with a high standard of excellence which include:

Investment Management
Our advisors take a careful, tactical approach in evaluating our clients’ financial and investment risk. We work closely with each client to determine their specific goals and objectives and develop a targeted rate of return to pursue the best results.

Financial Planning
We explore ideas with our clients about the lifestyle they want to create, immediate and long-term family needs, goals and aspirations and priorities for the future. This understanding helps us to create a comprehensive financial plan to work toward their wealth goals over time.

Fixed Income
Investing in bonds can help our clients pursue their financial goals and our advisors have the ability to shop for highly competitive bonds available on the street.

Benefits Consulting
In today’s complex business environment, it’s important to find benefit programs that serve the best interest of our clients and their employees, while meeting ERISA guidelines. Through our cutting-edge tools and resources, we make this happen.

Trust Services
We create long-term trusts and estate plans for our clients’ heirs and assist in navigating complicated tax laws that may affect their legacies. LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.

Charitable Giving
Sharing wealth and good fortune with others through giving can result in tremendous satisfaction. We help clients carefully plan their charitable goals and desires.

Business Planning
Many of our clients are successful entrepreneurs who have complex financial issues that require a high level of personal guidance. We have significant experience in the areas of business planning to help guide them through the financial growth of their businesses.