I help high net worth families and individuals strengthen their financial security and achieve financial peace of mind through careful planning, guidance, and above all, trust. My goal is to help simplify the world of investing by creating a process that is quantitative, disciplined and easy to understand. More often than not, I help my clients handle the emotional aspect of investing. Emotions are real and can be dangerous to an investor. One needs to take an objective view to overcome them and see the bigger picture, which is not always easy to do on your own.At Vansant Mewshaw, we often become a family's personal Chief Financial Officer, providing guidance not only on investments but various planning aspects. Since some of these services require a high degree of specialization, we often work with other professionals, including the client's existing advisors to make sure that their situation is as optimal as possible.Our specialties include, but are not limited to: - Comprehensive Wealth Management - Retirement Planning - Portfolio Management - College Savings Planning - Legacy Planning - Charitable Giving - Tax-Efficient Investment Strategies - 401(k) Consulting & Management - Institutional Investment Consulting (Non-Profits, Endowments, Corporate Investment Accounts)I look forward to working with you!
Listed skills include Comprehensive Wealth Management, Retirement Planning, Portfolio Management, Legacy Planning, and 36 others.