OUR TEAM HELPS YOU Live Life Well & with Purpose
We draw on the diverse capabilities of each member of our team in service of one mission: to empower clients to pursue meaningful goals. We go beyond asset allocation and retirement calculations to help create a dynamic financial plan that fits with your values and the life you lead.
Here’s what we mean:
OUR CLIENTS have strong family ties and have gained success through dedication and effort.
SO WE develop legacy plans to help ensure the legacy they’ve worked hard to create will span generations.
OUR CLIENTS have amassed decades of corporate experience and knowledge.
SO WE help them envision a fulfilling transition from the board room to the classroom to mentor future corporate leaders, or consult for growing companies.
OUR CLIENTS have philanthropic drive to help those in need.
SO WE help them set up scholarship funds, charitable foundations and trusts to benefit causes that are close to their hearts.
The professionals at Van Pearcy’s Wealth Services Team are here to build relationships that last a lifetime, and to help improve that lifetime by analyzing your situation, creating strategies and alternatives to help meet your goals, and aligning you with our professional partners to implement your plan. It’s your life. We’re here to help you live it well and with purpose.
Meet our Financial Team
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CEP® and CERTIFIED ESTATE PLANNERTM are trademarks of the NICEP and may only be used by those who are good standing with the NICEP.
