Village Wealth Management

Could Your Money Work Harder For You?

Our aim is to help you simplify the demands of managing your finances. Our advisors provide professional investment management and create financial plans – personal blueprints – that seek to optimize your assets, sources of income, employee benefits, savings plans, insurance coverage, and estate preparation.

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Welcome to Village Wealth Management

The financial consultants of Village Wealth Management are LPL Financial Advisors. LPL is the leading independent broker-dealer in the US.* LPL Financial Advisors who manage advisory accounts or participate in financial planning have a fiduciary duty to act in the client’s best interest.

Long term relationships. Financial planning. Investment management. Welcome to Village Wealth Management.

*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue

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Our Clients

From young professionals just starting out to seasoned investors looking to optimize their portfolios, we offer customized strategies to meet the unique financial needs of every client.

Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Families

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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