Our intention is to simplify your life. Our professionals are versed in many disciplines including CFPs, CPAs, and CFA Candidates to name a few. The professionals with whom we are aligned are important as well. This belief speaks to one of our taglines (“we know how or know who”). While we have over 100 years of professional advice expertise within our team, we remain more interested in getting to the right answer, than who put forth the idea. We serve as your financial guide, developing strategies and roadmaps to assist you in staying focused on your goals and the road ahead. Our wealth management programs assist in determining and communicating what’s most important to you and your family. We define wealth to include personal and family growth, health, financial, and charitable assets. Once determined, a structure can be put in place to help monitor your progress to completion. Often, life’s toughest choices are not financial. With the VZN Group, you have a trusted family advisor, capable of providing an outside perspective on some very personal decisions. Our experience can assist you in delineating the theoretical outcomes from the likely outcomes.
Once your family’s goals and the related financial requirements are determined, we establish your investment allocation parameters. Our investment process is unique and well defined. By having established benchmarks, you are better able to monitor your progress and can rest comfortably knowing you are on track. Though quarterly meetings are often set for newer clients, the frequency of meeting intervals are determined by you. For some clients, semi-annual or annual meetings may be preferred. We provide ongoing communication about our thoughts and other planning opportunities through email and the “VZN Updates” portion of our website.
Our mission is to help you envision your future, entrust us with your goals and enable you to enjoy the present.