A complete list of active advisors currently associated with VanWeelden Wealth Management, LLC
Warmer can help you find a great advisor at VanWeelden Wealth Management, LLC or one who fits your needs even better.
VanWeelden Wealth Management, LLC provides discretionary investment management and related financial planning services to individuals (including high-net-worth clients), trusts, and estates. The firm offers retirement account advice and may implement portfolios directly or by recommending unaffiliated Independent Managers as part of its service model. The firm follows a primarily long-term investment approach while allowing for tactical adjustments, combining fundamental, technical, and cyclical analysis. Portfolios are structured using a stated "three-pronged" framework — cash and equivalents; shorter-term, income-oriented segments; and longer-term, growth-oriented segments — and the firm may incorporate third-party defensive tactical strategies when appropriate. Distinctive features include an affiliated insurance agency (VanWeelden Group, LLC) whose licensed insurance professionals receive commissions for insurance sales that are separate from advisory fees, a relationship the brochure discloses as a potential conflict of interest. The firm also notes the use of client testimonials in its advertising (an uncommon practice among peers) and its lead advisor holds AIF and CAP designations and has published a book on retirement planning, which the brochure cites as an additional business activity.
To learn more about the advisors currently working at VanWeelden 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.
Name |
Location |
Years of experience |
|---|---|---|
West Chester Township, OH
| 31
| |
West Chester Township, OH
| —
| |
West Chester Township, OH
| 26
|
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