You earned your lifestyle.
Let's enhance and preserve it.
I’m Vance Barse, AIF®. For nearly 10 years I was an investment consultant to leading private wealth and retail financial advisors throughout the U.S. I saw first-hand that many advisors are constrained in their approach to planning, often leaving clients underserved.
I became a wealth strategist with a simple mission – to be authentic, transparent, and have a positive impact on the lives of my clients.
I dutifully serve high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisors overlook. Whether you already have an advisor, or you’re looking for an advisor with advanced planning skills, I can help. Contact me for a consultation.
In the News section for my latest thoughts on investing, financial planning, tax minimization strategies, and life in general. Events - perhaps we can meet at one of the industry conferences I regularly attend.
A Personal Approach to Comprehensive Planning
Qualified retirement plans
Key person/executive benefits
Deferred compensation plans
Individual retirement accounts
College savings & 529 plans
Fee-based alternative investments
Fee-based real estate investment trusts
Long-term care insurance
individuals & families
Advanced Trust Planning*
Multi-generational asset transfer
Family heritage statements
Irrevocable life insurance trusts*
Concentrated stock position & real estate strategies
Unify team of allied professionals
Investment advisor accountability
Foster family unity
Implement overlooked advanced planning strategies
Grantor retained trusts*
Charitable gift annuities