Lifelong Financial Partnership
Together we can guide you through all of life's transitions
Customized Wealth Management
We create strategies that are tailored to your needs and goals.
A Values-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and live by ours every day.
Combined Years of Experience
The VMBR Group takes pride in building long-term partnerships with its clients. We strive to exceed our clients expectations in service. We create and manage investment plans that are designed to meet our client's needs. Our investment philosophy and the Private Wealth Management Process have been developed, and are continuously improved upon, with this in mind. We have earned the trust of our clients an we welcome the opportunity to help you plan your financial future.
We develop and maintain the financial blueprints that enable our clients to achieve their goals.
The VMBR Group is committed to helping clients achieve their short-term and long-range financial goals. Our clients can benefit from the guidance of investment professionals who have more than 60 years of combined financial experience.
Clients will only be successful by FIRST determining their measure of success.
The proper measure of success is achieving their goals.
That great outcomes are driven by comprehensive planning.
Truly effective planning is based on extensive communication and in-depth analysis.
We bring value by becoming the financial architects for our clients.
Trust and Passion - We work hard everyday to earn the trust of our clients and we are driven by our passion to enhance their financial lives.Experience - We utilize the strength of our combined 100+ years of experience to serve our clients.
Discipline - We are a team of investment professionals dedicated to long-term investing for our clients.
Accessibility - We pride ourselves on a high level of accessibility to our clients. In addition, we also take pride in
Senior Investment Consultant | Senior Vice President
Senior Vice President | Associate Branch Manager – Elgin Senior Investment Consultant
Associate Financial Advisor
Senior Client Specialist | Assistant Vice President
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
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