That means getting to know you and being proactive with planning ideas. It also means coordinating the details for you and being available when you need something.
With the help of interactive planning software we can model various scenarios to meet your individual goals, as well as adjust when life happens. Often, that involves collaborating with your other advisors (CPA, attorney, trustee, etc).
VWM works best with people that have some financial complexity and are looking for real advice from a genuine relationship with a true financial advisor. If you would like explore if working with VWM would be a mutual fit, please reach out to Mark for a complimentary introductory meeting.