Most people are too busy to know where to begin with their investments into the future, or don't have the time. As a New Jersey wealth management firm, Van Leeuwen & Company helps you find your footing through our Holistic Financial Planning process. We believe in the Life Vision - your personal work of art created from your life's journey.
But first you must achieve your financial goals, and we're here to work toward those goals. VLC helps you create your Life Vision with financial planning services that strives to make the most out of your money today, and decades into the future. Holistic financial planning focuses on devising a robust financial strategy, working towards desired lifestyle and addressing significant milestones long before retirement.
But first you must achieve your financial goals, and we're here to work toward those goals. VLC helps you create your Life Vision with financial planning services that strives to make the most out of your money today, and decades into the future. Holistic financial planning focuses on devising a robust financial strategy, working towards desired lifestyle and addressing significant milestones long before retirement.
Services
Every investor has their own goals and dreams and that's why investment management is a highly personal process. How you want to lead your life today and what kind of lifestyle you are aiming for tomorrow are just as important as maximizing returns. You shouldn't have to sacrifice how you live everyday just to invest in tomorrow, so you need a wealth manager that understands this sentiment.
Performance is critical to such longevity; no one stays with financial advisors who are ineffective. Many of our clients have been with us for a long time, some as long as 30 years. Over our decades of service, we have learned how important it is to provide trustworthy, results-oriented financial services for our clients early on.
Our core group is dedicated to providing our clients with the expertise and personalized service and comfort level they need in order to pursue their financial goals. Our positive corporate culture is rooted in principled ethics and values that enable our people to develop lasting and meaningful careers with Van Leeuwen & Company, LLC.
Many executives receive a significant portion of their annual income in the form of equity in their company. This presents incredible opportunities to grow wealth, but also brings a new set of challenges. We guide executives through the decision-making process when it comes to their compensation. Outlining the empirical outcomes of certain decisions helps provide confidence and clarity to make such important decisions.
At Van Leeuwen & Company, LLC, we believe that investment management is a very personal process that involves more than just asset allocation. Every investor is different, which means there is not one simple solution for every portfolio. The team at Van Leeuwen & Company goes beyond standard questionnaires about risk tolerance and time horizon to really understand your unique goals for the wealth you worked hard to accumulate.
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