Business Details
Your Trusted Partner for Holistic Financial Planning & Wealth Management
Van Leeuwen is a client-centric financial advisory firm specializing in holistic wealth management and personalized financial planning. Founded on the principle that every individual's Life Vision deserves tailored guidance, we combine strategic investment management with comprehensive financial planning to help clients achieve both immediate and long-term goals. Our team of certified professionals in Princeton, NJ, and Palm Beach Gardens, FL, employs a meticulous discovery process to create customized strategies addressing retirement planning, tax optimization, estate management, and executive compensation.With a commitment to transparency and continuous portfolio monitoring, we maintain SEC registration and have earned recognition as Forbes Best-in-State Wealth Advisors. Our three-tiered service model ensures clients receive appropriate expertise at every stage of their financial journey while maintaining seamless coordination with external legal and tax professionals.
Services
Investment Management
Holistic Financial Planning
Wealth Management
Executive Compensation
Tax Optimization
Estate Planning
Retirement Planning
Portfolio Strategy
Risk Management
Donor-Advised Funds
Highlights and features
- We offer SEC-registered investment advisory services with transparent fee structures
- Our three-tiered service model provides appropriate expertise at every client stage
- We maintain active portfolio management with quarterly performance reviews
- Our team includes CFP and CFA professionals with decades of combined experience
- We coordinate with external legal and tax professionals for comprehensive planning
Associations and certifications
- U.S. Securities and Exchange Commission
What people say
Stellar, professional team
Prepared for the future
Transparent and compliant
Holistic life vision planning
Trust they have my back
Services
Investment Management
Our investment management service creates customized portfolios aligned with your financial goals and risk tolerance. We employ active portfolio management strategies including tax-loss harvesting, strategic asset allocation, and concentrated stock position management. With regular portfolio reviews and adjustments, we help clients navigate market fluctuations while maintaining focus on long-term objectives through both growth and defensive market cycles.
Holistic Financial Planning
This comprehensive planning service integrates all aspects of your financial life into a cohesive strategy. We address retirement planning, estate management, tax optimization, and education funding through a collaborative approach that coordinates with your legal and tax professionals. Our process includes regular reviews to adapt to life changes and market conditions while maintaining focus on your Life Vision.
Executive Compensation
Designed for corporate executives, this service provides strategic guidance on equity compensation and benefit plans. We analyze stock option strategies, deferred compensation plans, and incentive structures to optimize long-term wealth accumulation. Our approach helps executives make informed decisions about their compensation packages while aligning with overall financial objectives and risk management strategies.
Wealth Management
Our wealth management service combines investment management with comprehensive financial planning to preserve and grow client assets. This includes trust services, donor-advised fund management, and grantor retained annuity trusts. We focus on intergenerational wealth transfer strategies while maintaining liquidity for current needs through coordinated tax and estate planning techniques.
Tax Optimization
This specialized service focuses on minimizing tax liabilities through strategic investment and planning techniques. We implement tax-loss harvesting strategies, optimize asset location across account types, and coordinate with tax professionals for comprehensive planning. Our approach considers both current tax efficiency and long-term tax implications in retirement and estate planning contexts.
People
Kenneth W. Van Leeuwen
Managing Director/Advisor
Certified Financial Planner with over 30 years of experience in wealth management, specializing in executive compensation strategies and retirement planning. Developed the firm's Life Vision approach to financial planning.
Jeffrey P. Mattonelli
Financial Advisor
Certified Financial Planner with expertise in portfolio management and tax-efficient investment strategies. Focuses on helping clients achieve long-term financial goals through personalized planning solutions.
Virag G. Shah
Portfolio Strategist
Chartered Financial Analyst with specialization in asset allocation and risk management. Develops investment strategies tailored to client risk profiles and financial objectives.
Jimi Bipin Shah
Portfolio Strategist
Financial professional with expertise in portfolio construction and market analysis. Focuses on optimizing investment strategies for long-term wealth preservation and growth.
Donna L. Gavlick
Director of Paraplanning Services
Certified paraplanning professional with over 20 years of experience in financial planning support. Coordinates complex planning scenarios and client documentation processes.
Questions
What makes Van Leeuwen & Company's financial planning different?
Our Life Vision approach combines personalized financial planning with holistic wealth management, focusing on both immediate needs and long-term goals through customized strategies.
Do you work with clients outside New Jersey and Florida?
While our offices are in Princeton, NJ and Palm Beach Gardens, FL, we serve clients nationwide through virtual consultations and digital planning tools.
How are investment management fees structured?
We use a transparent fee structure based on assets under management, with no hidden charges or transaction fees for advisory services.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and professionals with decades of combined industry experience.
How often are investment portfolios reviewed?
We conduct quarterly portfolio reviews with ongoing monitoring, making adjustments as needed based on market conditions and client circumstances.
