Wealth Management
Van Gilder is committed to providing solutions to manage risk, build long-term wealth and preserve personal assets. Whether it’s saving for your children’s college education, financing a business or planning for retirement, Van Gilder Wealth Management offers the resources to help you create a financial plan for your future. We understand that each client’s financial situation and goals require a personalized plan. Van Gilder will connect you with an experienced advisor from Capital Asset Management who will help you create a customized portfolio that is right for you.
Financial Planning
- Building a Strategy
- Creating a Customized Portfolio Design
- Managing Risk
Estate Planning
- Succession Planning
- Life Insurance
- Charitable Giving
Retirement Planning
- Qualified Plans/IRAs
- Allocation Strategies
- Tax Strategies