VandenBoom Verstegen Wealth Management

At VandenBoom Verstegen Wealth Management, we believe that the key to a successful financial future lies in building strong, long-term relationships with our clients. As an independent financial services team, we have the flexibility to offer you objective, professional guidance that is tailored to your unique needs and goals. Our mission is to empower you to make informed financial decisions, simplify your financial life, and provide you with the peace of mind that comes with a comprehensive financial plan.

Our Story

Our team of experienced financial advisors, led by partners Matt Vanden Boom and Mike Verstegen, has been serving the Fox Cities and beyond for over 30 years. With a combined professional background of over 60 years, we have the expertise to help you navigate the complexities of modern finance. Our team is dedicated to providing exceptional service, expert guidance, and personalized attention to each and every client.

Our Services

At VandenBoom Verstegen Wealth Management, we offer a range of services designed to help you achieve your financial goals. These services include:

• Financial Planning: We work with you to understand your financial goals and develop a personalized plan to help you achieve them.
• Investment Planning: We help you select a diversified portfolio of high-performance funds to help you pursue your goals.
• Risk Management: We work with you to develop an asset allocation strategy that aligns with your risk tolerance and return objectives.
• Retirement Plan Transition Assistance: We help you structure a retirement income plan that works for you.
• Tax Strategies: We provide proactive advice on a wide variety of tax reduction strategies to help you minimize your tax liability.
• Insurance Planning: We help you protect yourself and your loved ones from unforeseen events through insurance planning.
• Estate Planning: We work with you to ensure that your estate is transferred smoothly and efficiently, minimizing taxes and probate.
• Standard of Care: We provide a consistent and standardized quality of care to ensure that you are properly prepared for the challenges and opportunities that come your way.

Our Team

Our team of dedicated financial advisors and support staff is committed to providing you with the highest level of service and expertise. Meet our team members:

• Matt Vanden Boom: Partner and Financial Advisor, CFP
• Mike Verstegen: Partner and Financial Advisor, CFP
• Patrick Raasch: Investment Representative, CRPC
• Tim Vanden Boom: LPL Financial Advisor, CFP

Our Commitment

At VandenBoom Verstegen Wealth Management, we are committed to helping you achieve your financial goals. We believe that building long-term relationships with our clients is the key to our success, and we are dedicated to providing you with the highest level of service and expertise.