Overview

Turning questions into answers

What inspires you? What are your values? What's your compelling vision for your future? How would you like your legacy to unfold? What kinds of risks make you uncomfortable? These questions and many more, when answered, form the basis for sound financial planning. At VIA Wealth Management, we're not afraid of questions: We embrace them as the surest way to gain clarity about your goals and the best way forward on your journey. 

Our approach is based on principled commitment.

With all of the options available for financial planning and management, why choose an Accredited Investment Fiduciary (AIF®)? AIF® designees like Susan Vollmer, our founder, have special training in "fiduciary" relationships, which offer enhanced trust, confidence, and legal responsibility. As an AIF® designee, VIA Wealth Management has long experience in acting in the best interests of our clients.   

Building on that foundation, we at VIA believe that investment success is usually achieved through the unwavering commitment to a clearly defined set of principles.

Start with a financial plan. Clearly defining investment goals and being realistic about how to achieve them helps minimize errors that derail progress. We help you create a comprehensive plan that can be followed year in and year out.

Balance risk and reward. We like the quote, “The key to making money is not losing money.” The most meaningful performance benchmarks are the returns necessary for you to meet your financial goals. We help you discern your “required” and “desired” rates of return, and to take only as much risk as you choose or is necessary.

Diversify. Your asset allocation—the mix of stocks and bonds—can be one of the most important determinants of long-term returns. Choosing and then managing an appropriate allocation helps to manage risk while tapping into the potential rewards of different market sectors over time.

Rely on talented and experienced portfolio managers. We believe that working in a complicated market environment demands specialized expertise to achieve investment results. VIA Wealth Management researches and chooses institutional portfolio managers who offer experience, discipline, and depth of resources to respond to 24/7 market changes.

Match your values. Put your money where your beliefs are by investing in the things and people that are important to you. Its name is evolving, but whether you call it ESG (Environmental, Social, and Governance), impact, sustainable, or responsible investing, it remains a way to do good as you build your portfolio.

Manage for tax efficiency. Neglecting tax implications can significantly reduce your ability to reach your financial objectives. Our investment review and monitoring includes consulting with your tax and legal advisors to consider and strategize for tax impact now and for future generations.

Minimize cost. Never underestimate the importance of investment expenses. While markets are unpredictable, costs are forever; the lower your costs, the greater your share of an investment's return. Over the long run, lower fund costs help you reach your goals more quickly.

Invest for the long term. At VIA Wealth Management, we like sayings like “Patience is a virtue” and “Slow and steady wins the race.” We design portfolios that can withstand volatility over the long term, and then we help you navigate the emotions that sometimes lead to impulsive decisions that may set you off target from your goals. 

We believe the most fundamental service we can provide is your peace of mind.