Discover VCM Wealth
VCM Wealth is an independent Registered Investment Advisor offering objective and unbiased wealth management, research and investment advisory services.
Perhaps one of the most exciting aspects of our firm is the care we’ve taken to successfully structure a robust wealth planning and advice offering. First, we’ve maintained a commitment to being a highly focused firm, offering a select number of wealth management offerings and clearly identifying areas in which we can add the most value. We’ve invested in our firm’s infrastructure to offer significant scalability. VCM remains a completely independent firm, ensuring that our wealth management discipline can be repeatedly delivered without conflicts of interest and always with the best interest of investors in mind. We maintain a culture of compliance that works to anticipate issues ahead of time by monitoring industry and regulatory updates.
Our staff is experienced and knowledgeable, and we stand ready to serve you.
Our Mission
VCM Wealth’s mission is to serve the private client, institutional and not for profit communities by offering independent and objective wealth management solutions that are well positioned for both cooperative and uncooperative market environments. We work daily to produce investor returns that efficiently balance the rewards of investing with the risks of investing. We maintain a culture of compliance, working to anticipate issues before they arise so as to meet the needs of investors. Utilizing a comprehensive financial planning approach, which includes analyzing current market conditions, the client’s financial position, risk tolerance, and future spending need, our goal is to create a comprehensive long-term financial plan that will help you achieve your long-term financial goals.
Overall, our mission is to put our clients first, and to help them achieve their goals and objectives.
