Our Mission
At Vaughn Wealth Management, iA Private Wealth Inc. we treasure the relationships that we have with our valued clients. We treat our clients as trusted partners that we work with to help them clearly define their lifestyle goals and then deliver customized wealth and retirement plans to help turn their goals into reality. We are grateful for the level of trust that our clients place in us, which we are constantly striving to merit.
We believe that a holistic approach to wealth management is more than just constructing and monitoring an investment portfolio. We view the wealth management process as a framework to ensure that our clients can position themselves financially to live the quality of life that they want to live.
Our goal is to build sustainable, long-term relationships with each of our clients and their family members to make sure that they have a deep understanding of their current financial health. We want to help them create a blueprint to define their current financial position and to establish a vision for helping them achieve the things in life that mean the most to them. Our discovery process ensures that each client’s investment plan and wealth plan is tailored to their individual goals and objectives.
Our Promise
Our promise is to ensure that there are no holes in a client’s wealth plan. We provide a comprehensive list of services that make sure that we can address a number of financial needs within an overall plan. In the areas beyond our expertise and qualifications, we surround ourselves with trusted professionals so that our clients can complete their overall financial portfolio. At the end of the day, we want each and every one of our clients to sleep well at night knowing that all of their financial needs have been addressed. In addition, our values are to treat all of our clients as we would want to be treated if our roles were reversed. Remaining independent and objective with the solutions that we provide is of paramount importance to us. Our hands on approach and regular communication ensure that all life changes are immediately addressed and the appropriate adjustments are made.
Busy Professionals
Who are looking to organize their finances, structure their assets efficiently, and maximize the growth of their wealth. We are able to help by reducing their time and effort that is spent structuring assets and making day-to-day investment decisions, allowing them to focus on running their businesses or maintain their role as a busy executive.
Families
Who are looking to consolidate their assets to ensure that they are appropriately planning for the long term. We can help by providing a comprehensive investment plan and retirement plan so that there is a clear goal of what has to be achieved in order to meet their long term objectives. We work with families to provide them with a detailed investment plan, insurance* policy, and education savings plan. Our network of professionals can help make sure that your debt is optimally structured.
Business Owners
Who are looking for help in managing their personal assets and their corporate assets. We can help by recommending tax efficient investment plans inside of corporate accounts, and by ensuring that both personal and corporate assets are structured efficiently to maximize after tax returns. We are actively involved in helping our business owner clients prepare for succession planning and estate planning needs.
Pre-Retirees & Retirees
Who are looking to make sure that they will have enough money to retire. We spend a great deal of time helping our clients understand sustainable withdrawal rates on their assets as well as ensuring that their assets are drawn on tax-efficiently.