A complete list of active advisors currently associated with Van Clemens Wealth Management, LLC
Warmer can help you find a great advisor at Van Clemens Wealth Management, LLC or one who fits your needs even better.
Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates and institutional clients, serving both non-high-net-worth and high-net-worth individuals. In addition to standard portfolio management and comprehensive planning, the firm offers retirement plan consulting, advisory variable annuities and fee‑based variable universal life insurance as part of its service set. The firm customizes portfolios through discretionary and non‑discretionary arrangements and bases recommendations on clients’ objectives, risk tolerance and time horizon, using methods that include modern portfolio theory, fundamental and technical analysis. Van Clemens routinely employs third‑party managers — accessing more than 500 TPMs across platforms such as Fidelity, Schwab, RBC, SEI, 55ip, Orion and Vise — and also offers an in‑house Growth Opportunities model that concentrates in micro‑ and small‑cap equities. Distinctive features disclosed in the brochure include recent engagements with model providers Orion and the AI-driven manager Vise (with some Vise fees embedded in advisory fees), use of third‑party promoters who may receive a substantial portion of advisory fees, and commercial incentives tied to RBC wrap program assets. The firm is affiliated with a broker‑dealer, an insurance agency, and tax services and relies on third‑party operations partners (Castleview Partners and Pontera) for back‑office, custody and held‑away account management; these relationships and related conflicts are disclosed and monitored in its regulatory filings.
To learn more about the advisors currently working at Van Clemens Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Van Clemens Wealth Management, LLC's office locations.
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