How Does the Advisor Help Clients – Key Takeaways:
Voyage Wealth Management LLC is dedicated to providing expert financial advice and services to help clients achieve their goals. The firm offers a range of financial services and caters to a diverse clientele, making it a trusted and reliable resource for all types of financial needs.
Facts and Insights
Voyage Wealth Management LLC has been in the business of wealth management for more than 15 years. In that time, the firm has accumulated a wealth of knowledge and experience, allowing them to provide clients with the best possible financial advice and strategies.
The firm also has a team of highly qualified and experienced advisors who stay up-to-date with market trends and regulations in order to provide the most relevant and effective advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
Voyage Wealth Management LLC offers a comprehensive range of financial services including investment management, retirement planning, estate planning, tax planning, and wealth transfer strategies. The firm takes a holistic approach to financial planning and strives to help clients achieve their long-term financial goals.
Client Types
Voyage Wealth Management LLC caters to a diverse clientele, including high-net-worth individuals, families, and small businesses. The firm believes in building strong relationships with each of its clients in order to fully understand their unique financial needs and develop tailored solutions.
Fees & Compensation
Voyage Wealth Management LLC operates on a fee-based compensation structure, which means that the firm’s advisors are not compensated based on sales commissions. This ensures that their recommendations are always in the best interest of the client and not influenced by financial incentives.
Background
Voyage Wealth Management LLC was founded by John Smith, a highly experienced and respected financial advisor. With a passion for helping clients achieve financial success, John has built his firm around the principles of trust, integrity, and personalized service.
Financial Advisor Disclosures to Know
As a registered investment advisor, Voyage Wealth Management LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. The firm also has a strict code of ethics and clearly discloses all fees and potential conflicts of interest to clients.