Wealth Management in Princeton, NJ

Our personalized services fit your lifestyle and goals while taking a proactive approach to managing risk and time horizons

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Don’t Let Your Investments Dictate Your Lifestyle

Every investor has their own goals and dreams and that’s why investment management is a highly personal process. How you want to lead your life today and what kind of lifestyle you are aiming for tomorrow are just as important as maximizing returns. You shouldn’t have to sacrifice how you live everyday just to invest in tomorrow, so you need a wealth manager that understands this sentiment. At Van Leeuwen & Company, we want to go beyond standard investment questionnaires and really understand your unique goals for your future. With us as your New Jersey wealth management firm, you’ll be able to define your future clearly and invest holistically in a way that fits your needs. Your Life Vision is important to us, and we want to help you make the most of your money as you achieve your goals and dreams.

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Why choose Van Leeuwen & Company’s wealth management services in Princeton, New Jersey?

The wealth managers at Van Leeuwen & Company will help you create your Life Vision: a series of experiences, accomplishments, and life events that you aim to achieve with your money. This level of personalization is Van Leeuwen & Company’s commitment to making your investments match your current lifestyle and future goals. We treat every client relationship like a partnership, and can integrate with your team of lawyers, accountants, or even other financial advisors. Your investments will be in safe hands, and we’ll grow your money to hit every milestone and objective that we have defined together.

Personalized wealth management based on your Life Vision

Milestone-based objectives and goals are in place to grow your wealth consistently

We work closely with all your important associates as one of your trusted advisors

We respond promptly to your queries and communicate with you often about your investments

Tax management, strategic asset and tactical asset allocation, and donor-advised fund management are just some of the functions we cover under our Investment Management services

Van Leeuwen & Company offers comprehensive personal finance services in New Jersey

Executive Compensation

We guide executives through the decision-making process when it comes to their compensation. By outlining the empirical outcomes of certain decisions you can make important decisions about your earnings with confidence.

Investment Management

Our wealth management services in Princeton, NJ are tailored to your needs, and we’ll proactively manage your investment portfolio so it grows in line with all your goals.

Holistic Financial Planning

Our step-by-step strategic plan considers every aspect of your financial present and future before working toward your financial goals and big picture plans.

Do you want to realize your visions of a better future? Put together your ideal Life Vision with one of our financial advisors today

Book a Financial Life Vision Session
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The Rembrandt Society

As our hallmark feature, the Rembrandt Society is a distillation of our philosophy into an exclusive membership service that offers advanced wealth management services and benefits according to your Life Vision while maintaining your existing wealth management plans.

Learn More About Rembrandt Society

We have received the Wealth & Money Management Award for ‘Best Boutique Wealth Management Firm 2019 - New Jersey’

Van Leeuwen & Company’s is honored to receive this award from our peers, who have recognized our approach to highly-personalized financial services.

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Let’s talk about your wealth management

Get in touch with our specialists to set up a complimentary consultation

609-580-0088
info@VanLeeuwenCo.com

Van Leeuwen & Company

  • 281 Witherspoon Street,
    Suite 220
    Princeton, NJ 08540
    United States
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