Not all wealth gets created equally.
Creating it and maintaining it takes a personalized approach focused on comprehensive planning. At Vermeeren & Associates Private Wealth Management we specialize in multi-generation family planning. We help people understand the principles of wealth management, by providing advice in key areas of tax and estate planning, investment planning, risk management, and business succession; developing unique solutions to our clients.
We help our clients to grow and protect their net worth by creating unique and easy to understand financial plans that change as their life changes.
Relationship building is key in this process. We work to achieve a deep understanding of your goals and concerns so you can look after the things you love while we manage your wealth.
We Think About Wealth Differently
We are changing the way people see wealth.
We are proactive, not reactive.
Flexible, not static.
We synchronize your whole financial picture, so you can embrace more of life’s possibilities.
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Clients Stories
"Luis Álvarez has been a great source to learn about strategies to manage my financial life and is always there when I have questions or concerns. I value Luis' commitment to take the time to communicate the risk taken in each move and also his professionalism and enthusiasm to work. I am pleased with my positive experience with Luis/Vermeeren and Associates and am looking forward to a great 2024."
Hugo Acosta
"I have been a member of the IG Wealth Management organization for over 25 years. Three years ago, I was introduced to Randy Vermeeren and his trusted associates. Randy & Luis are truly helping us plan for our retirement and understand the tax implications as we move into retirement years. They introduced us to a number of new vehicles and educated us on the opportunities and risks associated, until we were comfortable with our choices. a few words to describe them are: trusted, loyal, kind, caring, knowledgeable, creative, innovative, great communicators and now trusted friends."
Greg Lingelbach P.Eng,CEC
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