PUTTING OUR EXPERTISE TO WORK FOR YOU
Through 20+ years of experience in the wealth management space, the Voyage Wealth Architects Partners have developed expertise in working with clients who are:
Business Owners & Entrepreneurs
Owners & Entrepreneurs deserve to have a team who works on their behalf, in alignment with them and their family. They seek a partner who serves in an advisory capacity, helping them to navigate critical business decisions, build their team, and maximize their business opportunities.
That’s why we created The Owner’s Suite ™ - a holistic & integrated advice solution designed by a business owner for fellow owners & entrepreneurs.
Corporate Executives & Professionals
Executives have increased complexity in their financial lives and along with that complexity comes the need for a higher level of skill and a financial partnership that goes beyond their assets.
Whether it’s equity compensation, deferred compensation, variable pay, cash flow management, tax efficient investment strategies or another nuance specific to your compensation structure, the experts at Voyage are skilled at partnering with business leaders to manage their own personal balance sheets.
Nearing or In Retirement
Families and individuals who are in retirement or on the verge of retirement need a plan to help them confidently make the transition from accumulating wealth to spending it efficiently. They seek not only financial guidance, but emotional support and accountability.
Through the creation of a truly comprehensive retirement plan & distribution strategy that focuses on the outcomes you want in retirement, we give clients the confidence they need to thrive during their retirement years.
Wealth Builders
Wealth Builders have increasing complexity in their financial lives and are steadily building assets.
They seek guidance & advice from a professional and value accountability, collaboration, strategic direction &
having a team available to them.
Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.