VIA Wealth Management, LLC is an independent financial services firm that provides personalized, comprehensive wealth management and investment services for individuals, families, and business owners. We establish long-term client relationships and provide guidance that is tailored to our clients’ unique goals and objectives.
Our clients appreciate the good life and are truly seeking the advice of a financial professional. We want to get to know you and build a relationship, so sharing your personal stories and engaging your loved ones in the process is crucial to fostering our relationship. Our planning process and creative approach can bring clarity to your life by giving you the perspective to align your goals with a realistic financial outcome. Our clients come to us with a variety of goals including:
Click here to view a formal letter from the founder and president of Via Wealth Management.
Susan is the founder and president of Via Wealth Management, LLC. She is dedicated to helping her clients determine and achieve their financial goals and has continued to build a successful, family and community oriented firm. With more than 30 years of experience in both the corporate world and the financial services industry, she uses her leadership experience, passion, and knowledge to help her clients prepare for their “bella via” or beautiful way as they navigate through their life journey.
Susan is an Accredited Investment Fiduciary (AIF®) designee and holds FINRA Series 7, 65, and 63 licenses as well as life, accident, and health insurance licenses. She graduated from Hope College and attended the University of Chicago School of Business having earned the title of Senior Investment Consultant.
Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As independent financial professionals, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values are shared with our broker-dealer. Together, we focus on a common priority – you.
As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. Cambridge, member FINRA/SIPC, has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. They remain strong and growing – with the goal of remaining privately owned.