VT Wealth Management Services
VT Wealth Management Services
We show you all the ways your wealth is eroding – and how to fix it.
Vermont Financial Planner
Most firms use a cookie cutter portfolio of mutual funds for their client’s accounts. We call this ‘belt and suspenders.’ Instead of this one-size-fits-all costly approach, we employ deep analysis of individual stocks and bonds, publicly owned and private, as well as index funds where called for, to carefully select a fundamentally valuation-based portfolio, drive down the cost of investing, and truly diversify the client’s assets.
Our passion is helping people to understand how they can keep more of their money and achieve their maximum financial potential. This is the Quantum Leap.
