client portal

the via vision

To create financial freedom and peace of mind for You, the Client, through superior customer service, investment management, and creative customized financial planning.

Our Core Values

Integrity • Respect • Fairness • Excellence • Humility

our services

Wealth management services with a personal relationship
what's your risk number?

customized investment management

Client goals and the Riskalyze Score merge with disciplined research and experienced planning to create a customized portfolio for every client.

retirement income solutions

We provide you a clear roadmap to allow you a smooth transition from work to retirement with peace and security.

Tax and Legacy Planning

Our experienced Advisors/CPAs will evaluate how to optimize gains and minimize losses with taxes, charitable contributions, and your legacy plan.

One-on-One Client Meetings

At VIA we specialize in helping the client understand all aspects of their financial planning and investment portfolio. We use the MyBucketSystem™ to bring clarity to the financial plan.

High-Touch Customer Service

We are here for you when you have questions about your portfolio or financial plan, or when life events impact your financial needs.

our history

strong roots

time tested and proven

VIA has deep roots, strengthened by over 25 years of successful Wealth Management experience. That success has been built on the pillars of excellent customer service, the MyBucketSystem™ investment philosophy and customized financial and tax planning.
learn more

fireside events

Never Miss A Beat

Stay up to date on VIA events and happenings. Everything you need to know for upcoming events including live client events, conference calls, important deadlines, community service days, and office closure days.

Explore our events and mark your calendar to ensure you're always in the know.


Here to serve you

We are a local, high touch, niche Wealth Management Company.  We develop unique relationships with our clients centered on honesty, integrity and open communication.  Our team collectively has more than 70 years of Wealth Management and investment experience.
meet the team

MyBucketSystemTM calculator

How much can you spend each month?

The number one question clients ask is, “How much money can I withdraw from my portfolio each month and never run out?” The MyBucketSystem™ provides the answer.
try it out


How much monthly income can your portfolio provide you in retirement? Adjust the scroll bar to the value of your investment portfolio and watch the MyBucketSystemTM calculate your retirement income.


1-5 yrs.


Projected 1.5% Return

6-10 yrs.


Projected 3% Return


Monthly Income


Monthly Income

11-15 yrs.


Projected 4% Return

16+ yrs.


Projected 8.5% Return


Monthly Income


Year 16 Balance


what's in your bucket

get in touch

Thank you for your interest in VIA! To learn more about our personalized services or to speak with one of our experienced investment advisors, just complete the fields below and we will contact you.