Fostering Family Prosperity in a Multigenerational and Multifaceted Firm
At Volante Integrated Planning, we embody the essence of luxury and accessibility, focusing on cultivating meaningful relationships while overseeing and coordinating the comprehensive financial affairs of discerning clients. We offer specialized expertise in developing goals-based financial plans designed to enable clients to connect their wealth with their dreams. From navigating the complexities of student loan repayment to strategizing tax mitigation, orchestrating retirement distribution, or crafting a seamless business exit strategy, our team stands ready to foster your family’s prosperity and achieve a remarkable outcome.
Our name, “Volante” denotes a flywheel and symbolizes the concept of a reinforcing loop of momentum, that inevitably once started, is virtually unstoppable. Once in motion, each turn of the flywheel builds upon work done earlier, compounding your investment of effort. When you align the proper elements with effort and velocity, you inevitably build dynamic momentum.
We believe this dynamic momentum applies when you apply direction and action with the key elements of an integrated plan. The compounding momentum you build propels you to achieve a remarkable outcome.
We understand that everyone has a desire to achieve the remarkable, even if you’ve already reached substantial success.
When we help our clients achieve clarity and direction on their vision, they experience their version of financial freedom, without limitation. Our team at V.I.P. is here to help you achieve your desired outcome.
Our Philosophy
At the core tenet of our firm is that knowledge leads to empowerment and action leads to freedom. We embrace this philosophy through our commitment to ongoing education, excellence, and engagement with our clients. By providing relevant advice built on the foundation of a fully integrated, written plan we help move you to action so you are better positioned for your future.
A Shared Commitment
Your relationship with our team is built on a thorough understanding of your financial needs and objectives. As we collaborate with you to create a fully integrated and personalized financial plan, we will draw on years of experience working with a broad range of wealth management situations. You can rely on us to help you develop the right solutions for your unique circumstances.
Our Clients
We tend to have the greatest impact on seasoned professionals looking to mitigate taxes, business owners crafting seamless exit strategies, those approaching or in retirement, and dental and medical professionals.