Investment management is not just a service; it’s our passion.
At Virtue Wealth Counsel, we firmly believe that there is no one-size-fits-all approach to achieving investment goals. Our commitment lies in offering diverse solutions that employ different approaches, provided they adhere to our long-held investment principles.
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.
Wealth & Investment Management
Could your money be working harder for you? We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short term so that you can prosper in any market condition.
Our comprehensive wealth management services go beyond conventional approaches, ensuring that your financial strategies align with your life goals and legacy aspirations.We don’t believe in market timing. We create a financial plan that’s based on your needs, goals, and objectives, then we build a portfolio to match.
Prudent Tax Planning
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.
Estate Planning & Trusts
At Virtue Wealth Counsel, we understand the profound importance of leaving a meaningful legacy for the people and causes that matter to you most. Our dedicated team of wealth managers collaborates closely with licensed attorneys to provide comprehensive estate planning and trust services. We believe in ensuring that your financial plan seamlessly integrates with your deepest wishes, safeguarding your legacy for generations to come.
Stewardship & Planned Giving
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.
Catholic Portfolio Screening
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.
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 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 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 which show that over half of 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.
Contact us to discuss our past results and how Virtue Wealth Counsel can be the steward of your financial future. Your faith, our expertise, and a commitment to value-added strategies set us apart.
Let’s embark on this journey together.
It’s crucial to note that past performance is not indicative of future results. Market volatility can impact short-term performance, and investment returns may fluctuate. The value of your portfolio may be more or less than the original cost when redeemed. At Virtue Wealth Counsel, transparency and realistic expectations are the cornerstones of our client relationships.
Embark on a journey of disciplined, unconventional investment management with Virtue Wealth Counsel. Your financial goals are unique, and so is our approach. Let’s navigate the markets together.