Our Process
At Virtuevian Advisors, our process begins with our confidential Client conversation to begin to understand their business needs.
Mindful Wealth Management
Our Mindful Wealth Management begins in the financial markets but often also require we assist with Lending requirements, Estate Transfer issues and Taxation. Our strategic relationships insure we have professionals standing by awaiting our call for our Client needs.
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we partner with subject matter experts, including your estate attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have an Estate Attorney, we can help you find the right one, based on your specific goals. We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to meet all of your retirement plan needs. Having access to your own team of experts through our strategic partnerships helps maximize the effectiveness of your plan and makes sure it produces coordinated beneficial synergies, with every item properly addressed.
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Get a Second Opinion
In today’s world of financial pundits, we at Virtuevian Advisors are market technicians. No matter your risk tolerance, our firm offers an Active Management Investment Model, which allows us to take advantage of market and economic conditions as they occur. Schedule an appointment for a detailed review of your business’s characteristics and needs.