Putting Our Expertise to Work for You
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.
Is Our Expertise The Right Fit For You?
Here at Voyage, we’ve found that the clients who get the most value out of their work with us are those who:
Take a Long-Term View to Investments Decisions
Success of their plan is based on achieving goals and outcomes, not chasing returns or beating an arbitrary index.
See Our Work Together as a Partnership
Grounded in mutual respect and trust with two-way communication, honesty and an understanding that we are working jointly to achieve life’s outcomes.
Value Advice & Intentional Planning
They recognize there will be ups & downs and want the peace of mind that comes with institutional knowledge & management.
Care About a Bigger Purpose
They want us to help them steward their money with an abundant & generational mindset.If this sounds like you, let’s navigate Your Voyage together. Connect with us today.
