Voyage Wealth Strategies is a financial firm located in Sheboygan, Wisconsin. The focus of the firm is one of planning first, implementation second. What we mean by that is that we strive to understand what our clients’ goals and objectives are. We then develop an efficient strategy to forward our clients toward them. We take this approach with our individual clients as well as the corporations and non-profits we work with.
We feel that this ultimately leads to a deeper client-advisor relationship and that the individual, executive, board, or committee has a better understanding of not only what is being presented, but how it fits within their stated objectives.
We work with Eagle Strategies LLC, a Registered Investment Advisor. When we work with our clients in an advisory capacity, we act as a fiduciary for our clients. This means that we have not only a moral obligation to work in our clients’ best interest, but a legal responsibility to do so. That being said, we believe there is a subtle, but meaningful, difference between our approach and that of other advisers. We firmly believe that our role is to represent our clients to the firms we work with and not the other way around. This mindset is prevalent in everything we do, and it is the cornerstone for our client first, client last approach.
Are you living the life you want? Is there a sufficient foundation in place for you to meet with life’s unexpected events? Are the strategies you are using still relevant as your priorities and goals change? Do you feel comfortable and well served by our efforts? Are we making a meaningful contribution to your overall financial wellness? Answering these questions in the affirmative means everything to us. That is the way we measure our success.
When we decided to rebrand, there was a lot of thought given to the name. We wanted a name that would pay homage to the maritime history of Sheboygan as an important port on the great lakes, while still being relevant to our firm. After much deliberation, we settled on VOYAGE. Much of the marketing done in our industry revolves around helping an individual move from point A to point B. Like preparing for a child’s educational expense or planning for retirement, for instance. We view things a little different.
We view life as a journey. From your first day to your last, you are in constant motion and making decisions based around where you want to go next at that point in time. However, life is unpredictable and we as individuals have priorities that change based on our experiences.
VOYAGE recognizes that for most, they never get to point B. This isn’t because they were unsuccessful or failed to plan. Rather, it is because at some point they change course and aim for point C, or D, or, well you get the point. As your hopes and dreams evolve, Voyage will be there to offer guidance, support, and expertise for whatever comes next.