Home | Van Sumeren Wealth Management

YOU DREAM. WE PLAN. YOU ACHIEVE.

Welcome!

The mission of Van Sumeren Wealth Management is to assist you in establishing and achieving your financial goals and dreams while you live your life.

We provide comprehensive planning and wealth management services for individuals who are serious about achieving their goals.

We are here for you when you are ready to realize your dreams!

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RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will potentially maximize your retirement.

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PORTFOLIO MANAGEMENT

A properly managed portfolio is an integral part of helping you realize your dreams. We design and manage portfolios that are tailored to your unique financial plan.

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WHAT ABOUT MY OTHER GOALS?

Education funding for children or grandchildren, that cottage on the lake, setting up my estate plan, buying, selling, or passing on a business, insurance needs analysis. We incorporate all of your goals into your comprehensive plan.

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MEET OUR TEAM

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.

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