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.
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
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.
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.
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.
Van Leeuwen & Company’s is honored to receive this award from our peers, who have recognized our approach to highly-personalized financial services.
Get in touch with our specialists to set up a complimentary consultation