VWG values proactive goal setting and financial planning so our clients can live their lives to their fullest. Our client relationships start with setting your short term (1-3 years) and longer-term goals (3+ years), while thinking even further ahead to understand your vision for your legacy. These plans are the backbone for future financial decisions. Once we have created a comprehensive financial plan, we build and manage custom portfolios specific to your goals and risk tolerance. Beyond planning & investments, we offer a range of money management services and reporting tools to make managing your financial life as stress free as possible.