VCM Wealth collects certain financial information from our clients concerning income, net worth and investment objectives through the use of a paper or web based documentation tool. A tax I.D. is obtained as well. VCM creates investment management and financial planning documents periodically for client use only. This information is secured in company files and is shared with no other party except our clearing firm, government agencies and auditors.
VCM Wealth is a registered investment advisory firm that provides an array of wealth management services to institutional and individual clients.
