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.
Financial Planning & Asset Protection Services:
Current income needs analysis & cash flow projections
Debt assessment & payoff strategies
Retirement projections / planning
Tax planning
Insurance needs analysis including long-term care, term/whole life & disability
Property & Casualty Insurance review, in-depth reviews of all policies, including excess liability
Estate planning in coordination with your estate planning attorney / titling of assets including retirement accounts and trusts
Education planning & funding
Family legacy planning including next-generation financial planning and asset management
Charitable giving strategies
Business succession planning
Plan coordination with your family’s other trusted advisors (CPAs, Trustees, Attorneys)
Investment Management Services:
Creation and supervision of custom portfolios
Risk management based on individual risk/return profile
Regular review of our goals-based investment objectives and custom allocation
Alternative Investments, including private equity, venture capital, private real estate, and structured notes
Ongoing due diligence and monitoring of managers and individual investments
Portfolio rebalancing and tactical overlay
Tax optimization and loss harvesting
Comprehensive online account access featuring portfolio performance monitoring and on demand reporting
Client Support Services:
Custody of assets with well-established, trusted firms
Comprehensive year-end tax reporting to designated CPA
Ongoing client education on changing market conditions, tax regulations, retirement rules and security policies
Access to secure Client Portal for consolidated view of accounts across financial institutions
Online vault for financial & other personal documents
Personalized service for day-to-day needs such as new account set up, wire transfers, bill payment and other money management services
1919 Gallows Road
Suite 330
Vienna, VA 22182
Office: (571) 406-4700
Toll Free: (888) 335-9020
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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