This is our core service and goes far beyond just investments. It includes big-picture thinking to consider how decisions impact taxes, cash flow, risk, returns, emotions, and more. It is about maximizing enjoyment and purpose with the wealth you’ve acquired or are acquiring.

With the help of interactive software, we will explore scenarios to meet your unique goals. This piece is an essential part of our Wealth Management services and is included for Wealth Management clients at no extra cost. Financial Planning is also available as a standalone service.

There is no ego with VWM's investment approach. VWM believes that a low-cost, tax-efficient, global, index-based portfolio is the best approach over the long-term. We do not sell products or pretend to be able to “time the market” or “pick the winners”. We take advantage of rebalancing and tax-loss harvesting opportunities when the markets present them, and maintain discipline over your investment time horizon.

Mark has a Masters degree in Taxation and spent the first 7 years of his career doing tax compliance and planning for primarily high net worth individuals, trusts, and estates. He understands tax planning strategies and helps identify opportunities to explore with your tax preparer. VWM does not offer tax compliance services, but coordinates planning with your tax preparer.

Helping clients give back and support the causes they have passion for is incredibly rewarding. VWM can help clients with security and strategy selection, timing, amounts, and other factors.