Private Wealth Management Solutions

Our Vision

At Private Wealth Management Solutions (PWMS), we believe everyone deserves a clear and comprehensive financial plan that aligns with their individual goals and aspirations. We partner with you to chart a course for your financial future, guiding you through every step of the way.

Who We Are

Founded by Bradley Van Vechten, a Certified Financial Planner (CFP) and industry veteran, PWMS focuses on providing personalized wealth management and financial planning services to individuals, families, and small to mid-sized businesses. We operate as a fee-only advisor, meaning our compensation is based on openly disclosed fees rather than commissions, ensuring our recommendations are purely driven by your best interests.

Our Expertise

We offer a comprehensive range of services to meet your diverse financial needs.

Financial Planning

• Collaboratively establish your financial goals and objectives
• Develop a customized financial plan that aligns with your unique risk tolerance and financial situation
• Implement strategies for investments, retirement planning, estate planning, and tax optimization

Wealth Management

• Regular review and rebalancing of your investment portfolio
• Personalized guidance on sustainable and responsible investing
• Ongoing monitoring and reporting to keep you informed

Investment Management

• Customized portfolio construction based on your goals and risk tolerance
• Access to a diversified range of low-cost investment options
• Regular review and adjustment of your portfolio to ensure alignment with your changing needs and goals

Our Process

1. Discovery: We take the time to understand your unique financial story and goals.

2. Planning: We collaboratively develop a personalized financial plan tailored to your needs.

3. Implementation: We guide you through the process of putting your plan into action.

4. Review & Monitoring: We regularly review and adjust your plan to ensure it remains effective over time.

What Sets Us Apart

• Client-Centric Approach: We prioritize your needs and goals, working in your best interests at all times.
• Transparency & Communication: We provide clear and concise explanations about your financial plan and investment options.
• Personalized Solutions: We tailor our plans to your unique circumstances and goals.
• Continuous Support: We are committed to ongoing communication and building a lasting relationship with you.