At Virtue Wealth Counsel, we believe a financial plan is the foundation on which financial success is built. That’s why our dedicated team takes time to get to know you, your family, and your goals before building your comprehensive plan. Once your financial plan is up and running, we consistently monitor and adjust it as necessary to keep up with your ever-evolving life and goals. We communicate with you regularly to discuss how new regulations, economic factors, and changes in your personal financial situation may impact your plans. After all… your goals are the road maps that guide you and show you what is possible for your life.

Could your money be working harder for you? We believe your portfolio should be allocated in a way that balances your long-term growth needs with sufficient stability and security in the short term, so you can prosper in any market condition. 

Our comprehensive wealth management services go beyond conventional approaches, aligning your financial strategies with your life goals and legacy aspirations. We don’t believe in market timing. Instead, we start with a personalized financial plan based on your needs, goals, and objectives—then construct a portfolio designed to support that plan. 

Ensuring all aspects of your financial life are working together is important to make the most of your wealth for long-term success. With the ever-evolving tax laws and perpetually moving targets, every decision we make on your behalf takes into consideration any potential tax implications. 

While we integrate custom tax guidance with your tailored wealth management and financial planning strategies, our approach helps ensure all aspects of your financial life work concurrently to address your needs and achieve your goals. 

At Virtue Wealth Counsel, we understand the profound importance of leaving a meaningful legacy for the people and causes that matter most to you. Our dedicated team of wealth managers works closely with licensed attorneys to deliver comprehensive estate planning and trust services. By integrating your financial plan with your deepest wishes, we help safeguard your legacy for generations to come.

For clients who desire a faith-centered approach, we also offer Christian estate planning guidance rooted in Catholic stewardship principles. This approach emphasizes wise management of resources, intentional generosity, and alignment with Christian values, helping ensure that your estate plan reflects both your financial goals and your spiritual convictions. Through thoughtful planning, we assist families in honoring God, supporting ministries and charitable causes, and passing on not only wealth, but values that endure.

Effective planned giving with the Catholic community requires a deep understanding of what truly matters to donors. At Virtue Wealth Counsel, we go beyond discussions about taxes and legalities. We delve into the core values of our clients, helping them align their faith with their financial planning.

As a lifelong Catholic, our commitment to helping the faithful leave a financial legacy for the Catholic causes and community that have nourished them is a privilege and an honor. Discover more about our stewardship and planned giving approach at StewardshipPlannedGiving.com.

Your values matter, and your investments should reinforce them, not contradict them. At Virtue Wealth Counsel, we conduct a thorough screening process that is designed to align your portfolio with the principles and teachings of the traditional Catholic faith. This approach emphasizes responsible stewardship, respect for human dignity, and investment choices aligned with Catholic values, helping ensure your portfolio supports both your financial objectives and your faith convictions.

Our process goes beyond the minimum standards established by the USCCB (United States Conference of Catholic Bishops).  VWC actively and regularly reviews its screening process to remove securities investments that violate the teachings of Holy Scriptures and traditional Catholic faith, and we provide transparency with our results.

With VWC, Christians and traditional Catholics do not need to invest in companies that produce, fund, or support:  Abortion, Embryonic Stem Cell Research, ESG, DEI, Transgender Family Ideologies, Pornography and Sex-Trafficking.  However, VWC can provide reports that show that over half of the U.S. large companies violate such screens.

We utilize some of the best tools on the market for screening investments according to morally and biblically responsible ways.  You may be surprised to learn how other “Catholic” screened portfolios fail and actually invest in areas related to abortion.  To learn more about our investment portfolios and screening process, schedule a complimentary consultation with our team today.