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Our Long-Term Approach

Advising Built on Commitment to Your Values

We run a values-driven business, and this extends into the way we care for and help our clients. All VAM advisors are independent, giving them the freedom to provide advice that’s tailored to your specific needs and values and to design a plan for your ideal future.

Rooted in Your Goals

Rooted in Your Goals

Our advisors work for the long-term, building relationships that last and plans rooted in your goals and objectives, which we’ll help you clarify and prioritize. While these goals are core to our advising, we remain flexible to inevitably change your plan as needed.

Informed By Where You Are Now

Informed By Where You Are Now

While our plans are designed for the long-term, that doesn’t negate how important it is to take care of your financial situation right now. We balance the future with the present to plan for the full spectrum and timeline of your financial needs. 

Working With You Through Every Life Stage

We’re equipped to help clients wherever they are on their financial journey. Even when your needs change, we’ll help you shift your plan to accommodate your current and future goals.

Customized Plans for Your Circumstances

Customized Plans for Your Circumstances

We love helping clients plan and live their future and legacy working toward a foundation of financial independence. This isn’t possible without customizing and monitoring each plan according to their specific circumstances. Connect with a VAM financial professional to begin the process of creating your unique plan.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Our Services

We offer a wide spectrum of experience and a team-oriented lens to advising so clients have access to a variety of comprehensive services.

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Our Team

Each of our clients gains access to a fully resourced team, working across specialties so you have an advocate for your goals in every conversation.

Meet the Team

Contact Us

Contact us today to start creating your plan with one of our advisors. We educate our clients to give you the freedom to live your ideal life.

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