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Women Professionals

Women are generating and managing an increasing amount of wealth, but often associate stress and anxiety with financial planning and don’t enjoy spending time with their finances. As a majority female team, VWG is positioned to help women achieve confidence, control and independence.

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Executive

As an executive, we know just how hard you worked to get where you are in your career. You’re highly skilled in your industry but may not be sure if you’re maximizing your wealth. You may be looking for guidance on more complex decisions. That’s where we come in. Our team is full of women professionals who understand your unique challenges and are eager to be a part of your financial team.

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Entrepreneur / Small Business Owner

Whether you’re a doctor, lawyer or tech founder, your business – along with your personal life – has been your main concern over the years. Your company is now established and growing, but your personal financial health is tied to your business’s continued success. Add VWG to your team to help secure your financial well-being so you can focus on your true passion.

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Independent & Empowered

Finding yourself single due to a divorce or death of a spouse might have put you in control of your finances for the first time in your life. You know you have a lot of decisions to make, but don’t feel emotionally ready or mentally prepared. However, it is vital to revisit your financial plan so you can continue to live the life you’re accustomed to. Working with a fiduciary like VWG will relieve some of your stress and give you satisfaction knowing that your new advisor is acting in your best interests.

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