About Your Company
About us: We are a wealth management/registered investment advisory (RIA) firm that specializes in comprehensive financial planning.
"We are people who believe in the power of a strategic plan. As financial planners we create, implement and monitor plans on a daily basis, but we also believe that each plan needs a purpose.
Creating a financial plan helps you see the big picture, set short and long term goals and really understand how to work toward those goals in manageable ways . People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We want to bring peace of mind to your planning with our collaborative and highly trained planners.
We understand that the planning process is just that – a process. It’s one that changes as life shifts, but it serves as a guide as we navigate the ups and downs of life with you."...from our website: NVCwealth.com
Core values: We put clients first; We are leaders; We believe how you treat people matters
Target Audience: our ideal client is an established professional (as young as early 50's, but as old as 80's-90's) who is retired or nearing retirement. They have accumulated a sizable nest egg and need our help managing the money along with creating an overall financial plan to help guide them along the path toward and throughout retirement. We also want to be attractive to young professionals who are making a sizable income, want to start saving and planning for their future, but need to guidance along the way. The older clientele is where 80%-90% of our income comes from, so we need to continue to out them first, but the younger clients are something we want to make sure we are attractive toward (and not stale or "old").
Audience is male and/or female. Majority of clients are 50+, but we want to be attractive to younger clientelle as well. Can be located anywhere in US or even World. We typically work with relatively higher income earners and higher networth individuals who have a desire to improve their financial situation, save for retirement and develop their long-term financial plan. There is no specific occupation, industry, lifestyle,etc. that we focus on
We believe a client’s portfolio must consider their current financial situation, risk tolerance and long-term goals. But it also must consider all the unique circumstances that apply to their life. Therefore, we’ve adopted a comprehensive, goals-based approach to portfolio management services. We work with individuals and institutions to design and manage customized financial portfolios that optimize the probability of success. And we’ve been doing that for more than 30 years. Our portfolio management processes are tailored to provide the right investment mix that suits you. We believe your investment portfolio should be as unique as your DNA.
We are looking to be that professional resource for client s that is trustworthy, not stuffy or stale. The job we do is very serious and people have put a large amount of trust in us. We also greatly value how people, whether clients or employees, are treated. We are a Fiduciary, so we sit on the same side of the table as the client and always work in the clients best interest, even if it is not adventageous for us
Top 3 Things
Leaders, trustworthy, professionalism
The current name of our company is Nelson, Van Denburg and Campbell Wealth Management Group. 2 of our founding partners (Nelson and Van Denburg) are retiring in the very near future so we have decide it is time for a re-brand
our current website does a good job of describing us, what we do and our values
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