Videre Wealth Management, Inc. - Home

View more information on our services for:

Welcome to Videre Wealth Management!


At Videre Wealth Management, our passion is helping business owners, executives and managers build a safe, secure, and stress-free retirement that they can enjoy.
 

We are an independent wealth management firm providing clients with a conservative approach to wealth management. With more than 30 years of experience in the financial services industry, Jim prides himself in understanding what it’s like to be a business owner and a manager of people. Once our clients are done focusing so much attention on their businesses and careers, they trust us to move forward with the same level of integrity and determination on sound financial planning.

We have found that an interesting thing happens to our clients along the way to retirement. They are often faced with other important decisions that come long before they receive their last paycheck. We help them through financial planning issues such as education and estate planning, as well as tax and investment management.

 

Most Recent Article

Get tips for organizing your financial life in 2017.

View the article