Your Voyage, Your Plan
At Voyage Wealth Architects, it’s not just about reaching your retirement destination, but instead, it’s about the journey of putting the right pieces in place to help you build and leave your legacy.
Before we ask about financial goals, we ask about life goals and personal values. We get the full picture of what motivates a person or family before we dive into the financials, because this is YOUR voyage. You deserve a custom blueprint that not only helps you achieve meaningful outcomes, but also reflects your personal goals, motivations and values.
That is why at Voyage:
We Do Not:
- Make short-term, hasty reactions to market volatility
- Predict recessions
- Look for transaction relationships
- Sell performance
We Do:
- Focus on the family first
- Craft your personalized financial journey
- Help you make tax intelligent decisions
- Deliver sophisticated solutions tailored for you based on your goals & values
- Inspire actions that drive results
- Help you live abundantly
Ready to see what Your Voyage could look like?
Our Core Values
Do Better
At Voyage Wealth Architects, “Do Better” is our mantra. We continually look for areas of improvement, opportunities for growth, and ways to challenge the status quo. It’s not just about excellence, but it’s about curiosity and the desire to continually learn and improve.
Collaborative
We are known for our collaborative, team approach to wealth management, so it stands that we must also operate that way as a team. Voyage team members are anchored to the best outcomes, not to our individual viewpoints – we recognize that collaboration and open mindedness result in better solutions for all.
Generosity
At Voyage Wealth Architects, we are generous to our core. We give of our time, talent, networks and resources, steadily working towards the greater good. We live life abundantly and recognize the importance of leaving the world better than we found it.
Don’t Pass the Buck
Members of Team Voyage don’t pass the buck. We take ownership of situations, actions, issues and resolutions. We are accountable and hold ourselves to high levels of personal responsibility.
FUN!
At Voyage Wealth Architects, we have FUN! We are dynamic, playful, clever and love a good banter or competition. We use our talents to do thoughtful work and have a great time doing it.
Our Mission
At Voyage Wealth Architects, we are driven by an unwavering commitment to our clients, our colleagues, and the larger community. We demonstrate that commitment by listening carefully to our clients; adopting core business practices that build a collaborative, inclusive environment; and actively engaging in the community through philanthropy and volunteerism. We promise our clients continuity over the long term, and a steadfast relationship built on trust and respect.
