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VWG Comprehensive Service Offering

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.

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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

Contact VWG Wealth Management

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