We believe
that putting appropriate
allows clients the
and enrich their life.
and a prudent investment strategy
financial plans in place
freedom
to pursue their goals
Your financial plan is the most important part of the work we do. Together, we will customize a plan that reflects your age, goals, risk tolerance and current financial situation. At the beginning of our relationship, we get to know you and your finances well—including your assets and liabilities, sources of income, retirement and other savings, insurance coverage, estate plans, and more—so that we can build a comprehensive plan that serves as a personalized road map for your near-, medium- and long-term needs.
Financial Planning
Financial Planning
Private Client Services
Estate Planning
Private Client Services
Highly complex needs can require sophisticated solutions. Private Client Services offers you the one-on one support you need from your fiduciary advisor – and a team of highly specialized professionals focused on your unique situation. We use a proactive approach to wealth management, working to bring you solutions tailored to fit your needs. You’re in control – while we help you adapt to the sophistications that wealth can bring.
Estate Planning
Highly complex needs can require sophisticated solutions. Private Client Services offers you the one-on one support you need from your fiduciary advisor – and a team of highly specialized professionals focused on your unique situation. We use a proactive approach to wealth management, working to bring you solutions tailored to fit your needs. You’re in control – while we help you adapt to the sophistications that wealth can bring.
About
Vandalia Wealth Management offers advisory services through Axxcess Wealth Management, LLC, an Investment Advisor registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.