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2701 Troy Center Drive, Suite 410, Troy, MI 48084

(248) 519-5533
info@vanekcapital.com
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About Us

Service and Direction

You already know you should be saving more for retirement. Maybe you already started. Maybe you have an old 401k plan from a previous employer, or a self-directed brokerage account not reaching its full potential.

Client Centered

Let’s talk about where your money is now and where you want it to be.

We’ll get to know each other, with a phone conversation, and a face-to-face meeting, safely in-person or virtually, to learn what matters to you, explore your finances and understand your needs and what problems we can solve. We’ll come up with a plan to maximize savings, offer tax-aware solutions, and prioritize your investment purposes and goals. From account opening to service requests, our support team makes doing business easy and convenient.

Financial Services

Wealth Management Strategies - managing nearly $150 Million for our clients.

Insurance & Estate Preservation

Life, Disability Income, Long-Term Care

Strategies for Business Owners

Succession Planning, Group Benefits, Employee Retirement Savings Plans.

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