01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...
 

Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. For an estate to be passed on...
 

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...

Our Team

Lacey joins our team as our Operations Associate,  with over 16 years of experience in the Financial Industry...

Jon specializes in working with retirees and professionals transitioning into retirement.  Jon has been a Certified...

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member...

Dru has worked in the personal financial services since 2009, joining Village Wealth Advisors in 2018. Dru assists...

Village Wealth Advisors manages assets for individuals and families, providing investment management, and financial planning services.

Contact us today!

Blog

Jon Courtney |
Categories
This crisis continues to evolve. While the public health crisis gets worse the US stock market improves with every passing day. Why is that, and what should you do with your residential real estate?
Jon Courtney |
Categories
On April 6, 2020 I recorded my second All Clients Market Update. What will it take for this crisis to develop into a Level 4 Global & US Debt Crisis? How will I protect my clients cash flow while taking advantage of every upside opportunity? What do my clients need to know about the CARES Act?