For you as a business owner, often the bulk of your net worth is in your business. Its value is what you depend on monetizing to develop a lifetime income stream and create or preserve a legacy. Monetizing the value of your business – and the time and effort it has taken to make it a successful company – is not a quick, simple or easy process.
Your exit, or succession planning team requires the leadership of an experienced, skilled professional; a CERTIFIED FINANCIAL PLANNER™. As a West Point Graduate and retired Army Colonel, I understand the importance of a highly qualified team needed to accomplish a goal.
My responsibility to lead to you and your business as a CFP® is threefold:
Manage the master plan
Guide you with assembling and acting as a liaison between the affiliated professionals
Serve as a financial confidante with unbiased, professional third party advice to your family
Here at V Wealth Management we believe in 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 family’s vision of prosperity.
We can provide overall wealth management solutions to those with more complex financial needs and situations. Various member of our team 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 financial professionals such as such as your CPA, personal or estate attorney, P&C insurance brokers. If you have these people in place, we are happy to collaborate with them. If not, we work with several outstanding professionals in these areas and it would be our pleasure to introduce you to them.
V Wealth Management and I can make a significant difference. Let’s talk.