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Who we work with

VGFC offers financial organization, planning, implementation, and consulting services to individuals and families.
Business Discussion
Individuals & Families
  • People seeking a financial partner who will educate, guide, coach and assist them in what is often an emotionally-charged area of their lives

  • People who do not meet the minimum asset level required by typical financial advisors

  • Executives or managers employed by either public or private companies who have received restricted stock and/or stock options from their current or previous employer, and/or have access to deferred compensation plans

  • Do-it-yourself investors seeking financial advice beyond investment management

  • People seeking independent financial advice without investment product pitches or sales