VSM Wealth Advisory, LLC
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Comprehensive Wealth Management

At VSM Wealth Advisory, LLC, our goal is to provide holistic advice for our clients.  Many times we become a family's personal chief financial officer, providing guidance not only on investments but various planning aspects. Topics include but are not limited to:
  • Retirement Planning
  • Portfolio Management
  • Tax-Efficient Investment Strategies
  • Budgeting
  • Charitable Giving
  • Insurance Analysis
  • College Savings Plan Consulting
  • Long Term Care Analysis
  • Legacy Planning
  • Trust Services - provided by Charles Schwab
  • Trust Administration - provided by Charles Schwab

Since some of these services require a high degree of specialization, we often work with other professionals, including the client's existing advisers to make sure that their situation is as optimal as possible.
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410-825-8844
1-800-241-0185 
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