As part of our services, Virtue Wealth Counsel, LLC screens investments based on moral and consumer concerns through eValueator, Inspire Insight and other sources.
Your investments cold reinforce you values, not contradict them. Test your investments by clicking on these links:
With experience dating back to 1994, our team has served as a prudent steward of client capital across market cycles, macroeconomic conditions and disruptive events.
At Virtue Wealth Counsel, we believe there is no single right way to achieve the same investment goals. In fact, we believe it is in the best interests of our clients to offer solutions that employ different approaches—as long as they remain true to long-held investment principles. These principles include in-depth fundamental analysis, a flexible, benchmark-agnostic approach, a focus on meeting your objectives after taxes, and attempting to avoid the permanent impairment of capital. Contact us to discuss our past results.
Our performance data represents past performance and does not guarantee future results. Market volatility can dramatically impact a client’s short-term performance. The investment return and principal value will fluctuate so that an investor’s portfolio, when redeemed may be worth more or less than their original cost.
Helping you leave a legacy for the people and causes that matter most to you. At Virtue Wealth Counsel, LLC, our wealth managers collaborate with licensed attorneys who counsel and draft custom estate planning and trust documents to help ensure your wishes are fully integrated with your financial plan.
Could your money be working harder for you? Connect with a wealth advisor for a free no-obligation consultation.
Being effective in planned giving with the Catholic community requires that you go beyond talking to donors about death, taxes and avoiding legal fees. Way beyond. You need to go deep into what is important to the donor. With one person it might be their desire to leave a lasting financial legacy to the Catholic causes they currently support, with another it may be to pass on their Catholic faith to their heirs. Or it may involve using philanthropic strategies from my book Finish Faithful. Either way, it involves helping a person align their faith with their planning so that they can grow beyond mere financial success to achieve that which is infinitely more important...eternal significance. As a lifelong Catholic, it is a privilege and an honor to help the faithful leave a financial legacy to support the Catholic causes and community that so nourished them over their lifetimes. Find out more at our website: StewardshipPlannedGiving.com
Fee-based financial planning and investment advisory services are offered by Virtue Wealth Counsel, LLC, a Registered Investment Advisor in the States of Nebraska and Texas. The ADV Part 2 of Virtue Wealth Counsel, LLC is available upon request. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virtue Wealth Counsel, LLC. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser, tax professional or attorney prior to implementation. Past performance is no guarantee of future results.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services, securities product, service or investment strategy to any residents of any State other than the State of Nebraska or where otherwise legally permitted. Legal services offered through Peatrowsky Law, LLC and Dennis G. Peatrowsky are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Virtue Wealth Counsel, LLC. Unauthorized use of the material is prohibited.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Virtue Wealth Counsel, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
© Virtue Wealth Counsel, LLC. All rights reserved.
Check the background of our Firm and Professionals on https://adviserinfo.sec.gov/
Fee-based financial planning and investment advisory services are offered by Virtue Wealth Counsel, LLC, a Registered Investment Advisor in the States of Nebraska and Texas. The ADV Part 2 of Virtue Wealth Counsel, LLC is available upon request. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virtue Wealth Counsel, LLC. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser, tax professional or attorney prior to implementation. Past performance is no guarantee of future results.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services, securities product, service or investment strategy to any residents of any State other than the State of Nebraska or where otherwise legally permitted. Legal services offered through Peatrowsky Law, LLC and Dennis G. Peatrowsky are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Virtue Wealth Counsel, LLC. Unauthorized use of the material is prohibited.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Virtue Wealth Counsel, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
© Virtue Wealth Counsel, LLC. All rights reserved.
Check the background of our Firm and Professionals on https://adviserinfo.sec.gov/
