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Welcome to the area of our website exclusively reserved for VB&VV clients.

We understand the demands your business can make on your time. That is why we offer our clients a secure online portal you can access with your own personal user name and password. Think of the client portal as your virtual office visit, giving you 24-hour access to your financial information. You can even use this paperless system to securely upload the data you need to share with our professionals, ensuring a timely response to your business needs.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.





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Individual Client



Individual Client

G etting where you are took hard work and sacrifice. Yet preserving and building on what you've earned - amidst all the complexities - can be even more challenging. That's why it is so important to have the right advisor to help you craft a solid plan.

VB&VV provides financial planning, estate services, retirement planning, gifting and wealth planning assistance to individuals, including young, working couples; mid-life clients building their careers and wealth and planning for retirement; and retired couples focused on gifting and estate planning. VB&VV offers a wide variety of financial advisory services that address your needs as you transition through life.