Vandermeer Wealth Management

A full-service, boutique asset management and financial planning team dedicated to providing superior wealth management expertise for our clients over their entire lifetime.

Financial Planning

Our team’s designations are of the highest standards of practicing professionals.  Experienced professionals helping clients with various personal financial planning requirements.

Risk Assessment

Partnering to attain your investment goals, involves knowing you better. A good assessment defines your risk appetite and tolerance, and provides a basis for determining your portfolio.

Money Management

Constantly looking for ways to improve how we manage our clients’ portfolios. Utilizing industry-leading, sophisticated platforms & investment models to the retail and corporate investor.

Unique Reporting

P2A is our industry-leading report included with every portfolio review.  PLAN-TO-ACTUAL is the missing piece that helps investors know definitively how their portfolio is performing.

Why Choose Us?

Why Vandermeer Wealth Management is who you should consider.

Who we are...

  • We manage investments and broker excellent products available to an investor today,
  • We create custom financial plans*,
  • We address the risk of not achieving these plans by providing a broad range of insurance* and care years planning services,
  • We assist with estate planning and we coordinate with our clients’ lawyers to ensure seamless advice, and
  • We analyze and recommend tax minimization strategies and we work with our clients’ accountants to effect proper tax planning.

Our mission is...

  • Provide results in growing investments, after inflation, even while markets remain dangerous
  • Provide an active, discretionary-trading model portfolio manager platform*
  • Offer transparent, performance-based investor fees*
  • Visually show if you’re on track to achieve your goals with our unique reports

*commission-based accounts are available for clients

Our objective is...

To provide stable, consistent and positive risk-adjusted returns all within the context of the ongoing debt crisis, zero interest rate environment, money printing, and ever-increasing volatility in stock markets. We are confident our portfolio selections and active management style which is disciplined and focused on downside protection, will produce returns that help achieve your goals in the long-term.

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“Rule No. 1 : Never lose money. Rule No. 2: Never forget Rule No. 1.”

Warren Buffett

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We are happy to provide advice in all areas of financial planning and investing.