Voyage Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Voyage Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management alongside comprehensive financial planning and consulting on topics such as retirement, taxes, insurance, education funding and estate matters. Advice is delivered through consultations and documented Investment Policy Statements tailored to each client’s goals and risk tolerances.
The firm typically constructs portfolios that rely primarily on exchange-traded funds and applies a combination of fundamental and technical analysis in security selection. Voyage accepts discretionary trading authority to implement client strategies, performs periodic account reviews, and completes and delivers financial plans within a defined timeframe (30 days as stated in the brochure).
Voyage is a small, two-advisor firm managing about $22.6 million for roughly 25 clients, producing a relatively high average asset per client compared with many peers. The firm’s principal holds a CFP® designation and acts as the owner and compliance officer; Voyage maintains a single custodial relationship that provides soft-dollar research and operational support, and it does not vote client proxies (clients receive proxy materials directly).
Client services
Expertise
Fee options
Fixed fee between $2,500 and $3,500 for comprehensive financial planning
Below $1,000,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000+: Negotiable
$195 per hour for financial planning modules
Account minimum: $250,000 Fee-only: Hourly fee of $195 per hour for individual financial planning modules; flat fee ranging from $2,500 to $3,500 for comprehensive financial planning
Main office
Lenexa KS
Advisors at this office
2
Most active in
Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Paul W
CFP®, Series 63, Series 65
Lenexa, KS
Voyage Wealth Management LLC
Paul Witwer is a CFP® professional with 18 years of industry experience, currently serving at Voyage Wealth Management LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of Lenexa, KS. Voyage Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management along with comprehensive financial planning and consulting. The firm focuses on portfolios mainly composed of exchange-traded funds, using both fundamental and technical analysis to guide security selection.
Mary W
Series 63, Series 65
Lenexa, KS
Voyage Wealth Management LLC
Mary Witwer is a financial advisor at Voyage Wealth Management LLC in Lenexa, KS, with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Voyage Wealth Management since 2017, following 16 years as a self-employed professional. Voyage Wealth Management primarily serves individual and high-net-worth clients, providing discretionary portfolio management alongside comprehensive financial planning and consulting on retirement, taxes, insurance, education funding, and estate matters. The firm typically constructs portfolios using exchange-traded funds and applies both fundamental and technical analysis in security selection.
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