Individual Services
Services are administered custom to each client's want and need.
To start, a comprehensive look is taken over your current financial position. Then an assessment is made on your financial needs, goals, resources, desires, time horizon, liquidity constraints, and risk tolerance to create your Investment Policy Statement (IPS). All clients will have an IPS which is a guide for you and I to work together on achieving the above.
VWM offers 3 levels of service for individuals.
Investment Advisory
- Investment Policy Statement
- Asset Allocation and Portfolio Management
- Quarterly Reporting
- Monitoring of Portfolio
Financial planning and Investment Advisory
- All services of Investment Advisory
- Comprehensive financial plan which will be amended as needed with the highs and lows of life. This will put you on track for where you want to be 5, 10, 15 years from now.
Overall Wealth Planning
- All services provided included in the above levels
- Retirement Review
- Estate Review
- Insurance analysis and review
- Stock Option Review
- College funding
- Consolidated portfolio review to show current risk exposure and vulnerability
- Assets managed
- Assets held away
- Illiquid assets, etc