A complete list of active advisors currently associated with VCM Wealth Advisors

Warmer can help you find a great advisor at VCM Wealth Advisors or one who fits your needs even better.

The firm intends to provide investment advisory services to individual and high-net-worth clients, offering asset allocation, portfolio construction, and comprehensive discretionary portfolio management under a written client agreement. It is a newly formed, state-registered advisory entity and, at the time of its ADV filing, had not yet begun managing client assets. The firm’s investment approach is personalized and may include a written investment policy statement, combining fundamental and technical analysis to guide allocations across stocks, bonds, exchange-traded securities, mutual funds, index funds, options, and alternative private investments, with disclosure that it may take de minimis commodity interests. It also states it may recommend or select third-party registered investment advisers to manage portions of client accounts and will perform due diligence and ongoing monitoring on those managers. Notably for a firm with no active registered advisors, the brochure emphasizes the planned use and formal selection of other advisers to implement client strategies, a practice that is uncommon among peers in this category. The firm also discloses it is not a private fund adviser nor registered as a commodity trading adviser or commodity pool operator while nonetheless contemplating limited commodity and derivative exposures, and its principal maintains separate, non-investment business activities (operating a fitness business and a passive restaurant investment).

To learn more about the advisors currently working at VCM Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.