Portfolio Consultation

Zero Cost Portfolio Consultation

  • Assess income/expenses and assets/liabilities to review your financial plan
  • Identify total cost of current portfolio
  • Back-test risk and performance of current portfolio
  • Identify risk in current portfolio
  • Offer solutions for a better portfolio

Please fill out the form to request your free portfolio consultation.

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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 Indiana. 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 Vincent & Peatrowsky Law Offices, 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.

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