OUR SERVICES
At Van Veen & Associates of Aligned Capital Partners, we approach wealth management with a panoramic view. We take the time to find out what's important and work with you to curate a plan so you can achieve those goals. Areas of expertise include:
Investment Planning
Retirement Planning
Risk Management
Cash Management
Tax and Estate Planning
Philanthropy and Charitable Giving
7 PILLARS OF WEALTH MANAGEMENT
We provide countless services over a life-long financial advisory relationship (we could count at least 85!). Some relationships are more complex, some less, but knowing you have a dedicated advisory team providing a comprehensive experience will set your mind at ease. Our collaborative approach means we will coordinate with you, your accountant and lawyer (when appropriate) to ensure your plan is designed and implemented accurately and efficiently.
If someone is important to you and they are having doubts about any aspect of their financial future, we would be glad to meet with them as a service to you. They do not need to become a client of ours, in fact they only would if there was a fit and they request it.