Who We Serve
ViaWealth is a specialized wealth management firm that serves individuals and their families nationwide. Our number one priority is long-term relationships that are based on the pursuit of our clients’ financial goals. This commitment is reflected in the quality of the team of professionals we have built to serve the financial interests of our clients.
Our clients have higher net-worths and incomes which tend to produce more complex financial situations that require: Sophisticated financial planning, institutional quality money management services, risk management, and the creation and implementation of advanced estate and legacy planning.
Executives & Professionals
Executives & Professionals
Our team of financial experts provides a comprehensive array of wealth management services for corporate executives and professionals. We know how busy you are, and time is money. Our number one goal is the pursuit of your financial goals, so you have the time and money to enjoy your life.
We help executives and professionals like you:
- Make the most of your company-sponsored benefits
- Manage wealth concentrations (employer, industry holdings)
- Develop a sophisticated plan for your financial life
- Develop an estate plan that is custom tailored for you and your family
- Create a plan that minimizes the payment of taxes
Pre-Retirees/Retirees
Pre-Retirees/Retirees
You already know the transition from working years to retirement years can be risky and complicated. A few important financial decisions have to be made and it is critical that you get them right. Make the right decisions and you have financial security the rest of your life. Make the wrong decisions and you may be faced with some very difficult financial consequences.
ViaWealth focuses on providing the services to make this transition as comfortable and secure as possible:
- Comprehensive strategic planning (retirement, tax, estate)
- Income planning
- Long-term care requirements
- Investing during pre-retirement, transition and post retirement years
- Management of financial risks
- Legacy wealth planning
High Income Earners-Young Professionals
High Income Earners-Young Professionals
As incomes rise, younger people are finding themselves with more disposable income than ever before. This creates a major opportunity to plan and invest wisely. At ViaWealth, we help high earning young professionals develop comprehensive wealth management plans that look at all aspects of building a stable financial foundation.
ViaWealth services include:
- Reviewing your 401(k) allocations and investments
- Analyzing your current compensation plan from your employer
- Building a robust financial plan that maps out your key financial goals (short, intermediate, long-term)
- Discussing the best alternatives for you and your family as it grows
Business Owners
Business Owners
Owning and running a successful business is complicated enough. Perhaps you are thinking about selling the business and retiring. Our role is to help you make the right decisions. The more we can help, the more time you will have to do what you do best - that is, building your business. We provide the financial bridge between your entrepreneurial passion, talent, and the financial rewards for running a successful business.
ViaWealth assists entrepreneurs and business owners build sophisticated, custom-tailored wealth-management solutions. Our personalized financial solutions are designed to:
- Minimize taxes, especially if you are selling your business
- Create employee compensation plans
- Assess financing options if you want to expand your business
- Build a retirement nest egg outside your business
Women (Divorce/Widows)
Women (Divorce/Widows)
No matter what stage of life you're in, having a financial advisor who can help you make confident decisions about your finances is a smart move. Here at ViaWealth, we know that women can face some unique financial challenges - after going through challenging transitions such as divorce, loss of a spouse, or a catastrophic illness.
Whether it’s a career change, divorce, or the loss of your spouse, we understand the challenges that are produced by those events. We are here to help you assess your options and make the right financial decisions. We can help you:
- Develop a robust financial plan for your financial future
- Update your will and other estate planning documents
- Assess your current retirement portfolio
- Optimize your social security strategy
