Van Leeuwen & Company

e range of people, in particular: corporate executives with extensive responsibilities, individuals dealing with loss, non-profits crucial to the community, and those who have made the U.S. their home. We build portfolios by building trust. Many of our clients have been with us a long time, some as long as 20 years. Clearly, performance is critical to such longevity; no one stays with financial advisors who don’t achieve results. But we have learned how important it is to earn the trust of clients early on. We can’t expect you to share personal information with us or allow us to manage your portfolio unless you trust us implicitly. So if for you that means taking it slow, that’s how we’ll take it. If like some of our clients, you want us to confer with others you rely on (lawyers, accountants, other financial advisors, or concerned family members), we are happy to do that. Whatever it takes to earn your trust. We respond promptly, because good communication is vital. When you want to discuss something with us – whether it’s a particular investment or an overall strategy, a concern about the market or a question about how best to finance a major purchase – we respond promptly. If you call, we answer (if we’re on another call, we’ll call you right back). If you want to come into the office to talk or have us come to you, we make that happen. And when we think you need to know something – good news or not such good news; an opportunity or a red flag – we contact you just as fast. Regular meetings and routine updates are important. Good communication is vital. We guide you using our financial expertise. Our client’s goals, objectives and concerns are first and foremost when creating a comprehensive financial strategy; we call this the Total Wealth Advantage. As our client, we evaluate your overall short- and long-term goals and carefully assess the opportunities and risks in addressing these goals. Included in that evaluation, we thoroughly review all of your assets, liabilities, and insurance coverages, as well as use our financial expertise in the areas of estate and trust planning. We are empathetic to the attainment of your goals. With our years of experience, we can help you pursue your vision by assisting to invest and preserve them the way you feel most comfortable, structured and coordinated with our advice and expertise. The financial professionals associated with Van Leeuwen & Company may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment Advisory Services offered through Van Leeuwen & Company, a registered investment advisor not affiliated with LPL Financial. Third party posts found on this page do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.