Our team’s designations are of the highest standards of practicing professionals. Experienced professionals helping clients with various personal financial planning requirements.
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.
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.
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 Vandermeer Wealth Management is who you should consider.
*commission-based accounts are available for clients
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.
We are happy to provide advice in all areas of financial planning and investing.