Business Details
Your Trusted Partner for Financial Planning Solutions
Village Wealth Management is committed to delivering personalized financial strategies tailored to each client's unique needs. Our team of seasoned financial advisors collaborates closely with clients to design customized investment portfolios that align with individual goals, risk tolerance, and long-term objectives. We prioritize clear communication and transparency to ensure clients fully understand their financial strategies while placing their best interests at the forefront of every decision.With access to comprehensive resources and institutional-level insights, we construct diversified portfolios designed to address both current requirements and evolving circumstances. Our approach emphasizes ongoing evaluation and adjustment to maintain alignment with changing life situations while maintaining a steadfast focus on client education and informed decision-making. We operate with integrity and care, treating clients as if they were part of our own families.
Services
Financial Planning
Investment Management
Retirement Planning
Portfolio Management
Risk Assessment
Wealth Preservation
Highlights and features
- Our advisors hold FINRA and SIPC registrations for regulatory compliance
- Access to Raymond James' institutional research and investment resources
- Customized portfolio construction based on individual risk profiles
- Client-centered approach emphasizing clear communication and education
- Proven methodology integrating tax considerations and long-term objectives
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps to help clients achieve their financial objectives. Through detailed consultations, we analyze current financial situations, future goals, and risk tolerance levels to develop holistic strategies addressing retirement, education funding, and wealth transfer needs. Utilizing advanced planning tools and Raymond James' institutional resources, we provide actionable recommendations while maintaining ongoing guidance to adapt plans as life circumstances evolve.
Investment Management
We offer personalized investment management combining institutional-quality analysis with individualized portfolio construction. Our approach utilizes diversified asset allocation strategies tailored to each client's specific risk profile and financial goals. Through continuous market monitoring and regular portfolio rebalancing, we help maintain appropriate risk levels while seeking optimal returns. The service includes access to specialized investment products and comprehensive performance reporting to ensure transparency and alignment with strategic objectives.
Retirement Planning
Our retirement planning specialists develop customized strategies to help clients achieve secure post-career lifestyles. The service encompasses Social Security optimization, required minimum distribution planning, and tax-efficient withdrawal strategies. We conduct detailed cash flow analysis to project retirement needs while implementing appropriate investment vehicles to support long-term sustainability. The planning process also addresses healthcare costs, long-term care considerations, and estate planning coordination to ensure comprehensive preparation for retirement years.
Risk Assessment
This service provides in-depth evaluation of investment portfolios and financial risk exposures. We employ sophisticated analytical tools to assess market risk, credit risk, and liquidity risk factors within client holdings. Our analysis includes stress testing against various economic scenarios and comparative benchmarking against appropriate indices. The comprehensive risk assessment helps determine appropriate asset allocation adjustments while ensuring portfolio construction aligns with individual risk tolerance levels and investment time horizons.
Wealth Preservation
We specialize in developing strategies to protect and transfer wealth across generations. This service integrates advanced estate planning techniques with tax-efficient investment structures. Our approach addresses business succession planning, charitable giving strategies, and multigenerational wealth transfer. Through coordination with legal and tax professionals, we implement solutions that minimize estate taxes while maintaining liquidity for beneficiaries. The service also includes insurance analysis to protect against potential financial risks threatening wealth preservation goals.
People
Mark L. Kerr Jr.
Financial Advisor
Mark L. Kerr Jr. brings extensive experience in personalized financial planning, focusing on creating customized investment strategies that align with client objectives while emphasizing long-term financial security.
Isaiah Bross
Financial Advisor
Isaiah Bross specializes in retirement planning and portfolio management, helping clients develop comprehensive strategies that address both immediate needs and long-term financial goals.
David DeVantier
Financial Advisor
David DeVantier focuses on wealth preservation strategies, working with clients to protect assets through diversified investment approaches and tax-efficient financial planning solutions.
Brandon Proctor
Financial Advisor
Brandon Proctor assists clients with retirement income planning, utilizing comprehensive analysis to develop sustainable withdrawal strategies that maintain financial security throughout retirement years.
Ross Terrasi
Financial Advisor
Ross Terrasi provides personalized investment advice, helping clients navigate complex financial decisions through tailored portfolio construction and ongoing market analysis.
Questions
What financial services do you specialize in?
We specialize in financial planning, investment management, retirement planning, portfolio analysis, and wealth preservation strategies tailored to individual client needs.
How do you determine appropriate investment strategies?
We conduct comprehensive assessments of financial goals, risk tolerance, and time horizons to create customized investment approaches using institutional-quality resources.
Can I access my financial accounts online?
Yes, our Client Access platform provides secure 24/7 online access to accounts, statements, and portfolio information with mobile deposit capabilities.
How do you charge for your financial planning services?
Our compensation structure includes transparent fee-based models and commission-based options through Raymond James' registered investment advisory programs.
Do you serve clients outside Michigan?
While based in Michigan, we serve properly registered clients across multiple states through Raymond James' nationwide advisor network.
What is your approach to retirement planning?
We create customized retirement strategies considering income needs, tax efficiency, healthcare costs, and longevity factors while implementing appropriate investment vehicles.
Reviews (7)
Lansledo
Dec 18, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Village Wealth is a group of hard working professionals. They held a Christmas party and went beyond dutys to chat each client and take care of there needs. This is Rock Solid management. Keep up the good work. Gerald F
Village Wealth is a group of hard working professionals. They held a Christmas party and went beyond dutys to chat each client and take care of there needs. This is Rock Solid management. Keep up the good work. Gerald F
Dennis Smith
Aug 29, 2021
Report
Mark and his team are directly responsible for helping achieve our goals for retirement (early). They managed the portfolio, presented options, and provided comfort in those choices by explaining in terms that are easy to understand. They treat us like family/friends and have assisted many times with situations that might be considered out of the normal realm of their business. We thank them for this and look forward to doing business with them for years to come.
Scott Hatkow
Aug 23, 2021
Report
There are too many things I could say about Village Wealth Management. I'll make it short and simple: I trust them with my money. They are trustworthy and professional and good at their jobs. Highly recommend Village Wealth Management.
Nate Hyde
Aug 22, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
I believe the team at VWM is dedicated and working with my familys best interests for the future. They have superseded every goal and expectation that was set. I have recommended VWM to all my family and friends and encourage you to join today! Thanks Mark, Isaiah, Colleen and Michelle
I believe the team at VWM is dedicated and working with my familys best interests for the future. They have superseded every goal and expectation that was set. I have recommended VWM to all my family and friends and encourage you to join today! Thanks Mark, Isaiah, Colleen and Michelle
Scott Altenburg
Aug 17, 2021
Report
Mark, Isaiah and the Team at Village Wealth Management are continuously monitoring not only the World Markets but the pulse of the economy, political climate, regulatory issues and legislation. They always seem to be one step ahead whenever change occurs. While capital and wealth are certainly a priority in this office, it goes much further. The team focuses on family and the life events that affect us all. They are compassionate and attentive to not only Market changes but changes in our everyday lives. You really have to give these folks a call, you won't regret it!
Carolyn Pfeifer
Aug 11, 2021
Report
Positive:Professionalism
Everyone is very helpful,they respond quickley, go out of their way to help me and are all of the above. I am very pleased with Village Wealth management.
Everyone is very helpful,they respond quickley, go out of their way to help me and are all of the above. I am very pleased with Village Wealth management.
Josh Adkins
May 25, 2021
Report
Isaiah helped me start and manage a roth ira. He was very personable, knowledgeable and helpful. I would recommend Isaiah and village wealth management for any financial need.
