Our Services

Financial Planning Services

VanHouten Wealth Management Financial Services

Comprehensive Financial Planning

We offer a holistic financial planning approach to help maintain overall financial health and accomplish multiple (and competing) financial goals. Our services always align with your current priorities, including ongoing review and monitoring.

View our packages below:

Individual Services

  • Personal Financial Planning

  • Investment Portfolio Management

  • Retirement Planning

  • Education Planning

  • Estate Planning

  • Portfolio Efficiency Analysis

  • Tax Efficiency Analysis

  • Tax Preparation

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Business Services

Investment Management Services

Investment Management

We specialize in comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.

VanHouten Wealth Management Investments
  • Annual Portfolio Review

  • Investment Selection

  • Rebalancing

  • Gain/Loss Harvesting

  • Time Horizon Analysis

  • Risk Tolerance Review

  • Asset Allocation

  • Research

VanHouten Wealth Management Tax Services

Unique Scenarios

At times, things come up that warrant financial planning but don’t require an ongoing need. For example, “I’m thinking of buying a house or investment property,” or “We are thinking about getting married/divorced,” or “I’m considering a big move/career change.” How might this affect you? For those situations, hours will be estimated, proposed and agreed upon on a project-by-project basis, prior to the start of any work.