Lorence & Vander Zwart works with a limited number of individuals to establish a specific financial plan for the attainment and protection of wealth. We design professionally managed investment portfolios and provide continual proactive guidance for a retirement without compromise to your lifestyle while accumulating the additional resources for a legacy to family, community, and charities of choice.
While we make a commitment to our clients to give “trusted advice throughout the significant stages of life”, we also ask that our clients make a commitment to us. When a client understands the manner in which we conduct business, we are able to work harder at achieving quality results for them financially.
Lorence & Vander Zwart assumes that you have accumulated a portfolio of savings and retirment accounts or that you are committed to making investments each year to meet your financial goals.
We take our role as investment adviser with the greatest regard for your financial success and with the utmost concern for confidentiality.
We must insist that our clients disclose all pertinent financial information necessary to formulate a comprehensive financial plan and be willing to delegate the responsibility of selecting investment managers, implementing investment strategies, and monitoring your progress to us.
We are here for those who want to develop a lifetime relationship with a trusted advisor to eliminate the need to handle your financial future on your own. We commit to making ourselves accessible to clients as we work to build this relationship.
We believe that always doing what’s best for the client will allow our firm to thrive and continue to build a lasting reputation.