Many advisors talk about wealth management, investments, consulting, and financial planning but in actuality very few advisors bring the advanced credentials of Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) to the process.
I am frequently asked why it is important to work with a CFP® or ChFC® versus a financial advisor. To answer this question; these designations bring a higher level of skills, knowledge, and strategies to the table for your family’s prosperity.
After meeting the standards of experience we study multiple disciplines including risk management, retirement, special needs, estate planning, charitable gifting, investment management, and tax strategies. Most importantly, we guide you with being prepared for the financial impact of life transitions – both expected and unexpected.
Here at V Wealth Management we practice our motto: In Veritas Prospera – In Truth, There is Prosperity. We may not tell you what you want to hear; but we will explain to you what steps and actions are needed to achieve and maintain your vision of prosperity.
We can provide overall wealth management solutions to those with more complex financial needs and situations. We have strategically added various members to our team to bring additional expertise to your family, or organization, in specific areas where you face multiple factors and implications with a financial decision.
We promote collaboration with your affiliated professionals such as such as your CPA, personal or estate attorney, and P&C insurance brokers. If you have these people in place, we are happy to work with them. If not, we work with several outstanding professionals in these areas and it would be our pleasure to introduce you to them.
If you are not sure you are working with the highest qualified advisors and firm, let’s talk!