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Voisard Asset Management Group logo — A Fee-Only Fiduciary Financial Planning & Investment Managem...

Voisard Asset Management Group

A Fee-Only Fiduciary Financial Planning & Investment Management Company

Founded 2002 United States Grand Rapids, United States 9 employees Finance, Financial Services +1

General Information

Company Name Voisard Asset Management Group
Founded Year 2002
Location United States Grand Rapids, United States
Employees 9
Industries Finance, Financial Services, Wealth Management
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About Voisard Asset Management Group

Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide. Founded in 2002, the company operates independently and free from outside conflicts of interest, providing unbiased advice to assist clients in achieving their financial goals. Their services encompass investment management of assets, retirement planning, estate objectives, and general review of income tax issues. Voisard Asset Management Group prides itself on fostering personal relationships built on trust and integrity, open communication, understanding of client circumstances, and maintaining a long-term perspective. Its industries include Finance, Financial Services, and Wealth Management. As a venture capital analyst, it's important to note that the company hasn't disclosed specific information about its headquarters, last investment, or last investment investors. While the company's focus on high net worth individuals presents a lucrative market segment, the absence of recent investment data could indicate a lack of expansion or external funding. However, given the firm's commitment to fiduciary financial planning and fee-only services, Voisard Asset Management Group's ability to maintain independence, focus on client trust, and long-term financial perspective could be appealing to potential investors seeking stable and ethical investment opportunities in the finance and wealth management sectors.

Taxonomy: Fee-Only Financial Planning, Fiduciary Investment Management, High Net Worth Individuals, Retirement Planning, Estate Objectives, Income Tax Issues, Wealth Management Services, Personal Relationships, Trust and Integrity, Communication, Long-Term Perspective

No funding data available for Voisard Asset Management Group yet.

Voisard Asset Management Group Alternatives & Competitors

Voisard Asset Management Group vs
Investment Insight Wealth Management, LLC
Investment Insight Wealth Management, LLC United States

As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience.

1 employees
Finance, Financial Services
Voisard Asset Management Group vs
Sebold Capital Management, Inc.
Sebold Capital Management, Inc. United States

Fee-only wealth management firm providing family office level planning and service to high net-worth...

8 employees
Finance, Financial Services
Voisard Asset Management Group vs
CGN Advisors, LLC
CGN Advisors, LLC United States

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a...

42 employees
Finance, Financial Services

FAQ About Voisard Asset Management Group

A Fee-Only Fiduciary Financial Planning & Investment Management Company
Voisard Asset Management Group was founded in 2002.
Voisard Asset Management Group is headquartered in Grand Rapids, United States.
Voisard Asset Management Group operates in Finance, Financial Services and Wealth Management. Its work centres on Fee-Only Financial Planning, Fiduciary Investment Management, High Net Worth Individuals and Retirement Planning.
Voisard Asset Management Group has approximately 9 employees.
Top alternatives and competitors to Voisard Asset Management Group include Investment Insight Wealth Management, LLC, Sebold Capital Management, Inc., CGN Advisors, LLC, Elser Financial Planning, Wernick Spear Wealth Managers. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Voisard Asset Management Group and Investment Insight Wealth Management, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Voisard Asset Management Group, https://bouncewatch.com/company/voisard-asset-management-group, updated 16 November 2024. When citing, please name BounceWatch and link this page.

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