Who We Are
VWM Advisors, LLC. is a Texas and Louisiana Registered Investment Advisory Firm that serves affluent families as well as trusts, endowments, and corporate entities.
At VWM Advisors, we speak the language of Partnership. What does that mean?
The “Language of Partnership” is simple and direct. It transforms common words into the framework on which life-long relationships are built. While all words have meaning, it is the speaker that gives them context and credibility.
So when we say “we will” – we do. When we say “we will not” – we do not.
In short, a true partner is someone that you can count on – every time.
Integrity, honesty, independence, trust and fidelity are not just words. They form the basis of our entire business model. We thank you for taking the time to learn more about us. We are sure that the more you know, the better we look.
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Our Services
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
Helpful Content
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Understanding the economy's cycles can help put current business conditions in better perspective.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
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Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.