VanMay Wealth Management

VanMay Wealth Management offers ongoing portfolio management and integrated financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities, tailoring Investment Policy Statements to each client's goals, time horizon, and risk tolerance. Services include both discretionary and non‑discretionary portfolio management, regular monitoring, and financial planning advice covering tax, retirement, insurance, estate, and college planning.

The firm applies fundamental and quantitative analysis within a modern portfolio theory framework and generally pursues long‑term trading and allocation strategies; it documents risk tolerances in written Investment Policy Statements and seeks equitable allocation of opportunities across client accounts. VanMay also uses third‑party separately managed account (SMA) strategies available through custodians—including sub‑advisers such as J.P. Morgan Investment Management with a tax overlay provider (55ip)—to implement parts of client portfolios.

Distinctive features for a small independent adviser include an affiliated insurance practice: the principal is a licensed insurance agent and co‑owns an insurance agency and may receive insurance compensation, a conflict the firm discloses and documents for clients. The firm also reports other non‑investment business interests (such as passive real estate and consulting entities), operates with a small multi‑person staff rather than as a solo practitioner, and uses custodian managed‑account platforms and disclosed prior broker affiliations that ended at its formation.