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About Vanir Wealth Strategies

Meet Eric Bruns, AAMS®

President and Lead Advisor

Born and raised in Palm Beach County, Florida, Eric graduated from the Virginia Military Institute and was commissioned as a field artillery officer in the US Army. He served in diverse assignments from the platoon to theater level headquarters – including multiple overseas tours to Afghanistan, Korea and Dubai. After 10 years on active duty, he transferred to the Reserves and moved back to Palm Beach County with his family.

Prior to founding Vanir Wealth Strategies, Eric served as a financial advisor at Raymond James & Associates building and refining the process and practices at the core of Vanir’s vision and strategic approach.

In addition to serving his clients, Eric currently serves as a Major in the US Army Reserve and is a trustee on the Palm Beach Gardens Firefighters Pension Board.

Eric lives in Palm Beach Gardens, FL with his wonderful wife Jinny, their daughter Evelyn, and their goofy yellow lab Dooly. He enjoys spending time with his family, motorsports, reading history, and donating his energy to Veteran causes.

 

Our Values and Vision

Our Values

Precision: (noun) – the quality, condition, or fact of being exact and accurate.

Integrity: (noun) – firm adherence to a code of especially moral or artistic values.

Discipline: (noun) – orderly or prescribed conduct or pattern of behavior.

Our Vision

We named our firm after the Vanir – a lesser known family of gods from Norse mythology that represented wisdom, health and foresight. The Vanir fought with the more prominent and powerful Aesir. Proving themselves indomitable, the Vanir eventually earned a place within the powerful Aesir family through wit and tenacity. 

Helping you achieve your aspirations lies at the heart of our vision – empower our clients to achieve and maintain financial freedom.

Our Process

STEP 1

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.

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Typically 1 or 2 phone, virtual, or in-person consultation meetings

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Broad, conversational style meetings - no specific personal details required

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If we aren’t the best fit to help you reach your goals, we can make recommendations on what may work better

STEP 2 

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.

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Typically 1 to 2 hours worth of meetings to learn everything we need to build your strategy

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Deep dive into gaining an understanding of your goals, values, risk tolerance, time horizon and resources available

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May consist of follow up emails/calls to clarify certain details after initial deep dive

STEP 3

Strategy Development and Analysis

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

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Apply financial planning methodology to build a comprehensive wealth strategy consisting of:

  • cash flow
  • debt management
  • investment strategy 
  • education planning
  • retirement planning
  • estate planning
  • risk management
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Analyze and stress test strategy to determine feasibility for your stated goals

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Strategy will be presented to you for final approval or refinement prior to implementation

STEP 4

Implementation and Continuous Refinement

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

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Implementation can be self-directed or implemented by us on your behalf

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For ongoing relationships, we continuously monitor the progress of your strategy to determine the need for adjustments due to personal or external factors

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Ongoing communication process can be set up in accordance with your desired type and frequency of contact