A complete list of active advisors currently associated with Voyage Wealth Management LLC
Warmer can help you find a great advisor at Voyage Wealth Management LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at Voyage 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 |
|---|---|---|
Lenexa, KS
| 12
| |
Lenexa, KS
| 18
|
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