We're a private wealth management firm that operates at the center of our clients' financial lives.

We work best with people who look for partners in making the important financial life decisions. Our independence allows us the flexibility to match the right investment strategy with each client's individual needs. It also frees us to add value that reaches far beyond traditional financial planning and investment choices.

Vance Boucher 
vboucher@investorvip.com

As the firm's President, Vance holds the team to the highest standard of commitment and service. Vance has almost twenty years of success in financial services. Read More



William H. Bryan, CFP®, MBA
wbryan@investorvip.com

As the Director of Research for VIP Wealth Management, Bill dissects economic data, market data, and analyst reports. He then works with the VIP team to implement investment strategies based on the latest, best information. Read More


Cathy Casden
ccasden@investorvip.com

Cathy, our Client Services Manager, provides an unmatched level of service and support. Her cheerful manner and extensive experience are great extensions of the VIP experience.
Read More

 

Julie Whitmer
jwhitmer@investorvip.com

As our VIP Experience Specialist, Julie works alongside Cathy to provide the higher level of service that you have come to expect from VIP.  She maintains an active line of communication with our clients and is also responsible for coordinating events. 
Read More

Let's Have Coffee

We've grown our business by growing our relationships. So, we want to make it easy to get to know us. Drop us a line and let's see if working together would be a good fit. 

Follow Us:     






Featured Content: Latest Article and Market Commentaries

Getting on the Right Financial Track After Graduation: Graduating seniors carried an average of more than $26,000 in student loans in 2011.

View the Featured Article


Last Updated: 05/20/13


HOME | WHAT WE DO | WHO WE ARE | RESOURCES | RETIREMENT PLANS | CONTACT US
This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,FL,GA,IL,MT,NC,NV,NY,OR,UT,VA,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2011 - 2013