Village Wealth Management

A Comprehensive Approach to Your Financial Future

At Village Wealth Management, we're dedicated to providing personalized and comprehensive wealth management services to individuals and families in Dundee and beyond. Our team of experienced professionals takes a holistic approach to financial planning, working alongside you to understand your unique goals and aspirations.

Our Philosophy

Our philosophy rests on building strong, long-term relationships with our clients. We believe in open communication, transparency, and personalized guidance. We take the time to understand your individual circumstances, financial goals, and risk tolerance to develop a tailored plan that aligns with your aspirations.

Our Services

Our wide range of services include:

• Investment Planning: Developing and implementing investment strategies aligned with your goals and risk tolerance.
• Retirement Planning: Maximizing your retirement accounts and ensuring a secure future.
• Estate Planning: Creating a comprehensive plan to safeguard your assets and ensure your wishes are met.
• Insurance Planning: assessing your needs and providing personalized recommendations.
• Wealth Management: Comprehensive guidance on managing your entire financial portfolio.

Meet the Team

Led by Mark L. Kerr Jr., a seasoned financial advisor with over 15 years of experience, our team comprises passionate and dedicated professionals with diverse backgrounds and expertise. We are committed to providing personalized attention and tailored solutions to every client.

Why Choose Village Wealth Management?

• Personalized Attention: We take the time to understand your unique needs and goals.
• Holistic Approach: We address all aspects of your financial life, not just investments.
• Transparency and Communication: We believe in open and honest communication throughout the process.
• Client-Centric Approach: We put your interests first and work alongside you every step of the way.

Schedule a Consultation Today

Contact us to schedule a complimentary consultation and discuss your financial goals with one of our experienced professionals. We look forward to working with you and guiding you on your journey to financial wellness.