Full spectrum wealth strategies

for the XYZ Generations

“If you fail to plan, you are planning to fail.”
-Benjamin Franklin

Living life to the fullest is not something you want to leave to chance. A comprehensive wealth strategy can serve as your foundation to living life on your terms.

Our Process

Process is key to building a robust and flexible wealth strategy. We combine best practices from the military and financial planning worlds to create a unique system with your success at its core.

01.

CONNECTION

We’ll get to know each other better through a series of conversations. Ultimately, we want to build trust with each other and learn if we are a fit to work together.

02.

DISCOVERY

We dive deep into learning about you – your goals, values, and aspirations. We gather all the raw data we’ll use later to develop your tailored strategy.

03.

STRATEGY DEVELOPMENT AND APPROVAL

We’ll take all we’ve learned about you and develop a tailored wealth strategy through our comprehensive financial planning process.

04.

IMPLEMENTATION AND CONTINUOUS REFINEMENT

Once you approve your strategy, we’ll implement it and set up our ongoing communication process. We continuously update and refine your strategy as your life changes.

The Basics

Just because you may not have millions of dollars doesn’t mean your financial life isn’t complex. We’ve structured our firm so you can access quality financial planning services no matter your net worth.

Who We Work With

By leveraging technology and connectivity, we’ve optimized our practice to effectively work with professionals of the XYZ generations.

Gen X

Successful professionals and entrepreneurs in their peak earning years looking to build clarity into their financial future for both themselves and the next generation.

Millennials (Gen Y)

Established professionals and entrepreneurs entering their higher earning years and starting to encounter the more financially complex phases of life.

Gen Z

Young professionals and entrepreneurs looking to build a solid foundation on which to build their financial future.

Frequently Asked Questions

What is a wealth strategy?

In short, a wealth strategy is an ongoing financial planning process that aligns your personal values with your personal capital. By combining best practices from the financial planning world and the U.S. Army’s “Military Decision Making Process,” we create a systemic process that allows for thoroughness while retaining the flexibility necessary to adapt to inevitable changes in your life. 

Are you a fiduciary?

Yes we are! We are legally and ethically obligated to place the best interest of our clients ahead of our own and we wouldn’t have it any other way.

How are you compensated?

Vanir Wealth Strategies LLC is a fee-only Registered Investment Advisor – we do not receive commissions or kickbacks for the sale or recommendation of any financial product. Bottom line – our only compensation comes from our clients. 

Do I have to move all my investment accounts to work with you?

Absolutely not. Investments are only one part of a comprehensive wealth strategy. We’re able to serve as your advisor whether you decide to invest with us or not. That’s the beauty of our model – flexibility. 

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