At Voyager Capital Management, LLC, we cultivate dynamic and unique solutions to fit your needs, while building strong client relationships along the way. As an independent, Wisconsin-based firm, we offer a full range of financial planning and investment management services to individuals and businesses alike.
We apply values of diligence, integrity and honesty to their financial questions and concerns. We recommend strategies and solutions that are in your best interest. As an independent firm, we work directly with you, keeping your goals at the forefront of our work. Financial planning is an ongoing process in which we not only develop strategies to meet your needs but offer educational resources to encourage you to make beneficial decisions.
We apply values of diligence, integrity and honesty to their financial questions and concerns. We recommend strategies and solutions that are in your best interest. As an independent firm, we work directly with you, keeping your goals at the forefront of our work. Financial planning is an ongoing process in which we not only develop strategies to meet your needs but offer educational resources to encourage you to make beneficial decisions.
Services
While it's absolutely true that financial planning and investing are becoming increasingly complex, that doesn't mean it has to be that way. The last thing most investors need is more headaches, Voyager exists for one reason, and that is to meet the need of our clients. Our top priority is to develop a meaningful relationship with you and gain an insightful understanding of your financial needs.
We assist our clients in forming clear and appropriate investment goals. Using broadly diverse funds with low costs, we implement globally diversified investment portfolios. We then help our clients maintain perspective and long-term discipline.
The foundation of Voyager as an independent, fee-only investment advisor and financial planning firm stems back to 1999 when Robert Anderson, principal and managing director of Voyager Capital Management, LLC, started his own firm, The Index Advantage, Inc.Today, our team of professionals has over 65 years of combined experience serving clients.
The foundation of Voyager as an independent, fee-only investment advisor and financial planning firm stems back to 1999 when Robert Anderson, principal and managing director of Voyager Capital Management, LLC, started his own firm, The Index Advantage, Inc.Today, our team of professionals has over 65 years of combined experience serving clients.
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked. Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.
As fiduciaries, we are dedicated to gaining an understanding of your needs, both financially and personally. Our goal is to develop an understanding of the dynamics of your family, your concerns, and your aspirations for the future. With these details in mind, we take a look at your financial situation and determine what strategies will work best for you.
If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so. Life insurance is an investment in yourself to be used against whatever life throws in your path - this makes your 20s and 30s an ideal time to purchase a life insurance policy.
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