Our motto describes what makes V Wealth a different kind of wealth management firm. We are committed to a long term honest relationship with our customers, because we know that is how we can help you succeed.
As we begin our relationship, we will take the time to fully understand the types of wealth management services that will best serve you, your family and your business. We will never try to push you into a specific product or package of services. Instead we will start with your goals and work together to create a custom wealth management plan to take you from where you are today to where you want to be tomorrow. Our investment advisors are just as distinct as you are. We only hire the type of flexible, knowledgeable advisor who stays on top of the market on your behalf. We allow our independent team members the time to provide custom service to each investor. We will stay in touch so that we can help you actively manage your wealth.
We never offer the same investment advice to two different individuals, so you can trust that the plan we help you create will be matched to your unique circumstances. V Wealth is support by an independent research team at LPL Financial, the nation’s largest independent broker-dealer* firm. That means your financial planning advisor can offer a whole range of products and objective advice on the ones that are just right for you.
You can trust us on this – whatever you need us to do to pursue your financial goals, we will be ready to help you make them vigorously.
*As reported in Financial Planning Magazine, 1996-2020, based on total revenue.