Planning is what drives everything we do at Van Leeuwen & Company. It’s why many of our clients have been with us for over 30 years and why their friends and family often ask, “Wait, your advisor put that together for you?”
We don’t believe in siloed advice. Your taxes, investments, estate plan, and benefits are all connected, and they deserve to be planned that way. No product pitches. No quarterly sales cycles. Just thoughtful, resilient, fully integrated planning aligned with your life.
If you’re not having these types of conversations, maybe it’s time to ask why.
We’ll meet you where you are. No pressure and no disruption to your current advising team. Just a second set of eyes with a wider lens.
Start with your goals and let the plan do the rest.
When you've been doing financial planning as long as we have, one thing becomes clear: financial strength starts with the plan. At Van Leeuwen & Company, we don’t see financial planning as a product or a checkbox. It’s a way of life. That mindset is the backbone of our Rembrandt Society, our planning offering designed specifically for high-net-worth individuals who value comprehensive, strategic guidance over sales pitches.
Why High-Net-Worth Clients Need a Fuller Financial Picture
For affluent families, every part of the financial picture matters:
- Taxes
- Investments
- Corporate and personal benefits
- Estate planning strategies
Each of these elements is interconnected. Optimizing one area in isolation often overlooks opportunities (or risks) that become apparent when you zoom out and see the big picture
Through the Rembrandt Society, clients experience what it means to have every piece of their financial life working together. This kind of planning aims to produce clarity in knowing where they stand.
A Clear, Transparent Model
One thing we hear from clients often: they appreciate clarity. That’s why we make it easy to understand how we work and how we’re compensated. Clients choose their advisor and service level based on experience:
- Want a newer advisor at a lower fee? Great
- Prefer someone with 30+ years of experience? You can choose that too.
There’s no guesswork. No hidden incentives. Just honest planning and straight talk.
We’re Not in the Business of Selling Products
This model tends to resonate most with clients who have already "been there, done that.” They’re looking for a true partner who sees the full picture and knows how to navigate it.
In fact, many of our clients come to us after realizing that they were missing proactive tax planning, strategy around executive compensation, or personalized guidance for their family, their dreams, and their lifestyle. With the planning-led approach, we build unique relationships rooted in connection, transparency, and strategy.
We become a family CFO–someone who knows your goals, helps you make informed decisions, and is in your corner through all of life’s financial moments.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.