Our wealth management team acts as a catalyst to overcome complex roadblocks to growth. We seek first to deeply understand and define each person’s vision for “growth” in their lives- so that that we may be a transparent, trusted and valuable advisor working toward goals together. Often there are different facets of growth that become a priority at different times.
VCM was founded in 1998 as an independent RIA to serve one family as their Chief Investment Officer. They helped navigate this family through the sale of their business, including business valuation, pricing, stock structuring and funds transfer.