WORKING TOGETHER TO ACHIEVE YOUR LIFESTYLE GOALS

GOAL-BASED WEALTH MANAGEMENT

Goal-based wealth management

Through goal-based wealth management, Rembrandt Society takes a client-centric approach  that goes above basic planning. Goal-based financial planning is an advanced method of helping clients plan and pursue their aspired lifestyles even before the onset of retirement. To help facilitate these goals, we look at the big picture as a whole.

For us, goal-based financial planning is about first establishing relationships with our members. These relationships are more about helping to shape ideal futures rather than just about managing assets. This is why members are not required to give up working with their other advisers. This innovative and objective approach to wealth management exceeds the old school practice of focusing on basic investment products which can be obtained anywhere.

For optimal financial planning, we strive to connect ongoing consulting with investment management. In establishing this fluid and cohesive relationship, both can be tailored as a client’s wealth and life circumstances change and evolve over time.

Goal-based wealth management

Through goal-based wealth management, Rembrandt Society takes a client-centric approach  that goes above basic planning. Goal-based financial planning is an advanced method of helping clients plan and pursue their aspired lifestyles even before the onset of retirement. To help facilitate these goals, we look at the big picture as a whole.

For us, goal-based financial planning is about first establishing relationships with our members. These relationships are more about helping to shape ideal futures rather than just about managing assets. This is why members are not required to give up working with their other advisers. This innovative and objective approach to wealth management exceeds the old school practice of focusing on basic investment products which can be obtained anywhere.

For optimal financial planning, we strive to connect ongoing consulting with investment management. In establishing this fluid and cohesive relationship, both can be tailored as a client’s wealth and life circumstances change and evolve over time.

Holistic financial planning

All household accounts are organized using a holistic approach. That is, creating multi-account portfolios that align with a client’s goals and aspirations, overseen by a single investment strategy. Each account portfolio may cover multiple family members, accounts and custodians. This holistic organization takes into account not only the assets that we manage for our clients but also assets that we do not manage; our clients are not required to give up their other advisers to work with us.

Such an innovative approach strives to paint the entire financial picture for the household or individual. As a result, fully-informed financial planning and investments are tailored to a client’s individual needs.

*Access to Trust Services via The Private Trust Company N.A., an affiliate of LPL Financial

Holistic financial planning

All household accounts are organized using a holistic approach. That is, creating multi-account portfolios that align with a client’s goals and aspirations, overseen by a single investment strategy. Each account portfolio may cover multiple family members, accounts and custodians. This holistic organization takes into account not only the assets that we manage for our clients but also assets that we do not manage; our clients are not required to give up their other advisers to work with us.

Such an innovative approach strives to paint the entire financial picture for the household or individual. As a result, fully-informed financial planning and investments are tailored to a client’s individual needs.

*Access to Trust Services via The Private Trust Company N.A., an affiliate of LPL Financial

Rembrandt Society advanced planning and consulting
Members select from a tiered level of advanced financial services that begins with a Life Vision Session. What differentiates Rembrandt Society is that establishing member goals revolves not only around managing their portfolio but also addressing important aspects of their life. This can include those of their family members as well since planning often involves assessing the many layers and expectations of an entire household. Conversations with our Managing Director and team of advisors and analysts mean that members take confidence in staying informed about all details of their Life Vision. The objective of Rembrandt Society is to help realize a sustainable future that meets the needs of the present while addressing milestones and the importance of life longevity and retirement in the 21st century and beyond.
Rembrandt Society advanced planning and consulting
Members select from a tiered level of advanced financial services that begins with a Life Vision Session. What differentiates Rembrandt Society is that establishing member goals revolves not only around managing their portfolio but also addressing important aspects of their life. This can include those of their family members as well since planning often involves assessing the many layers and expectations of an entire household. Conversations with our Managing Director and team of advisors and analysts mean that members take confidence in staying informed about all details of their Life Vision. The objective of Rembrandt Society is to help realize a sustainable future that meets the needs of the present while addressing milestones and the importance of life longevity and retirement in the 21st century and beyond.
Basic financial services

The concept of a working Life Vision is different for everyone. That is why we offer basic services to non-Rembrandt Society members who opt for a product-centric relationship with Van Leeuwen & Company.

Focus on client outcomes

Because we are performance-based in our practice, we add value to our client relationships centered around life goals, risk management, sustainability, tax management, longevity and retirement.

Holistic financial planning

All household accounts are organized using a holistic approach. That is, creating multi-account portfolios that align with a client’s goals and aspirations, overseen by a single investment strategy. Each account portfolio may cover multiple family members, accounts and custodians. This holistic organization takes into account not only the assets that we manage for our clients but also assets that we do not manage; our clients are not required to give up their other advisers to work with us.Such an innovative approach strives to paint the entire financial picture for the household or individual. As a result, fully-informed financial planning and investments are tailored to a client’s individual needs.

*Access to Trust Services via The Private Trust Company N.A., an affiliate of LPL Financial

Client quarterly meetings

We tailor strategies that not only strive to build wealth but also manage expenses, work toward the planning for significant family milestones and ultimately help diversify our members’ assets. We believe in the present as much as we believe in planning for the future when it comes to longevity and retirement. Our focus includes:

  • Reviewing company equity positions and benefit plans
  • Reviewing estate planning documents, insurance coverages and taxes
  • Conduct meeting with members and their professional teams (i.e., client CPAs, attorneys, etc.)
  • Funding retirement accounts to seek maximum deductions
  • Discussions about philanthropic gifting
  • Executing advanced estate planning strategies
  • Funding retirement plans
  • Exploring any Life Vision changes

Finally, when our members choose, we believe in devising a road map of how to pass wealth onto the next generation in an effort to helping establish their legacies.

Rembrandt Society advanced planning and consulting
Through Rembrandt Society, members select from a tiered level of advanced financial services that begins with objective consulting. What differentiates the Society is that establishing member goals revolves not only around managing their portfolio but also addressing important aspects of their life, including those of their family members. Consulting and planning often involves assessing the many layers and expectations of an entire household. Conversations with our Managing Director and team of advisors and analysts mean that members take confidence in staying informed about all details of their Life Vision. The objective of Rembrandt Society is to help realize a sustainable future that meets the needs of the present while addressing milestones and the importance of life longevity and retirement in the 21st century and beyond.

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Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services offered through Van Leeuwen & Company, a registered investment advisor not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, and VA. Go here to read entire disclaimer.