Our Services


Financial Planning

VWG’s team of experienced planning professionals identifies goals and holistically evaluates your financial situation and future possibilities. We craft, and regularly monitor, a highly personalized financial plan with well-defined long-term goals.
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Investment Management

Intimately linked to ongoing comprehensive financial planning, we create and manage custom portfolios specific to your goals and risk tolerance. Your portfolio is managed to meet your changing needs throughout your lifetime.
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Tax & Estate Planning

We implement a variety of asset positioning, portfolio management, and philanthropic strategies to help you preserve and distribute your wealth on a tax efficient basis. Our entire team closely interfaces with your trusted tax and legal advisors.
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Comprehensive Financial Planning

assets

Current income needs and projected cash flow requirements

Retirement planning

Charitable giving strategies

Family legacy planning

Life and estate planning insurance coverage

Disability and long term care insurance coverage

Business Succession planning

Titling of assets including qualified retirement accounts and trusts

Tax planning

Close coordination of plan with your family advisors (CPA, Attorney, Trustees)


Investment Strategy Planning and Management

Creation and supervision of custom portfolios

Review of investment objectives and asset allocation

Ongoing due diligence monitoring of managers and individual investments

Portfolio rebalancing and tactical overlay

Tax optimization and loss harvesting

Comprehensive reporting and portfolio performance monitoring


Reporting Services

Comprehensive year-end tax reporting statement reported directly to designated accountant/tax advisor with copies to client

technology

Online and on-demand performance reporting and account views


Custodial Services

Custody of assets with multiple "gold standard dedicated firms"

Direct deposit/debit service

ATM transactions

Consolidated banking statement

Web bill payment