Why We're Different
“Tax-managed strategies help our high income/high net worth clients who strive to build wealth with less risk…and as importantly, less stress.”
—Mark Vamvaketis, LUTCF, CLTC, Founder
Specialized Wealth Management for High Income/High Net Worth Professionals
A high income or a high net worth today should assure you a life of financial comfort. But it doesn’t always turn out that way. Why not? Attaining true financial independence is no easy feat in today’s uncertain financial landscape. Without sufficient attention to reducing your taxes, your wealth can easily be eroded. And today’s low interest rates and volatile stock market make navigating the markets even more challenging.
We often see new clients come in with portfolios full of risk. At Volant, we believe when you have the “engine” of strong earnings, you don’t need to take as much risk. Instead, it's usually best to focus on managing taxes so you can keep more of what you earn.
We feel these advanced strategies require more work and analysis, so not many financial advisors offer them.
That’s why we’re different. Volant provides the specialized financial advice you need to keep your money working harder for you.
Deep Knowledge to Help You Get Better Results
With Volant, you get a far different service…one that is tailored to your unique needs:
- We provide a higher level of research to find strategies that help you increase after-tax returns, protect your assets and pass on wealth tax-efficiently
- We’re always looking for ways to help you lower your taxes
- We’re experienced with sophisticated insurance and estate planning strategies that can help you achieve your goals
- Our full-service approach means we also help you make the most of Social Security and Medicare as well as plan for long-term health care
Objective, Independent Advice
Did you know that not all financial advisors are legally required to put your interests before theirs? This can result in something called “conflicted advice.” A White House Task Force report estimates conflicted advice costs Americans more than $17 billion…every year.[i]
Unfortunately, many of Wall Street’s most prominent wealth management firms have business models that do not put the consumer first. Instead, the focus is on selling proprietary products and increasing shareholder profits.
How can you avoid this problem?
- Look for a firm that is independent, with no ties to product companies
- Choose a firm that does not sell any proprietary investments
- Insist on only working with an advisor who acts as your fiduciary (meaning he/she is legally obligated to put your interests first).
Volant is an independent firm and also acts as your fiduciary, so you avoid those common conflicts.
The Experience to Help You Achieve More
Of course, a sound business model doesn’t mean much if the team doesn’t have the experience or expertise to serve you properly.
At Volant, our small team specializes in serving high income professionals, so we understand your needs and challenges. We won’t try to convince you to invest in a model portfolio. Instead, your needs are addressed from the ground up, so we can help you find the right strategies to make the most of your resources.
- As a specialist firm, we’ve helped numerous high income and high net worth individuals reduce their taxes and secure their financial future.
- We are experienced (and trained) to work directly with your accountant, attorney, and other professionals to coordinate your plans.
- We understand the need to preserve capital as well as grow your wealth and will always pay attention to risk management and asset preservation strategies.
- We’re not afraid to think outside the box to find the best fitting solutions.
- If you have a specialized need, we have an extensive network of professionals who can help.
- We act as your “quarterback” to keep efforts moving forward and minimize your time and hassles.
Learn more about what we do:
[i] https://www.dol.gov/newsroom/releases/ebsa/ebsa20160406-0
IMPORTANT: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.