Wealth Management

VALMARK WEALTH SOLUTIONS (VWS)

Within the VWS Universe, Valmark Members have access to thousands of different investment strategies, covering all major styles of investing. Within each style of investing, advisors may manage portfolio allocations and securities directly, or they may use the resources available through Valmark’s Portfolio Management Team. Valmark’s team has over 50 years of combined investment management experience and institutional level tools and resources for portfolio management.

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  • Wealth Management
  • Wealth Transfer
Business Succession Roadmap
Creative Marketing Hub
Right Fit
Achieving Retirement Clarity™ (ARC)
Focused Planning™
Comprehensive Annuity Review and Evaluation Service™ (CARES)
The Optimized Portfolio System® (TOPS®)
The Retirement Income Survival Kit™ (RISK)
Retirement Turnkey
Valmark Wealth Solutions (VWS)
Life Insurance 10X
Life Assurance 360®
Private Underwriting Risk Evaluation (PURE)
The Life Settlement Advocacy Program™
The Policy Management Company
Valmark Concierge Services

FinTech

Valmark works with a number of top industry partners to augment, streamline and digitize financial services for our Member Firms and their clients. Below is a short list of just a few of the vendors we partner with to help maximize the advisor-client experience.

Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.

Provide your clients with an enhanced level of service through this one-stop solution for detailed investment research, risk tolerance, and financial planning.
Streamline your process for collecting consulting and financial planning fees through this electronic fee-for-service billing solution.
Deliver comprehensive financial planning no matter how complex your client’s situation is using a single portal with a birds-eye view of aggregated account data for each client.
Enhance your client-facing services using this data aggregation software for your entire book of business along with client-approved performance reporting capabilities.
Store client data and run workflows seamlessly with this financial services-focused Client Relationship Management (CRM) system.
Audit quarterly billing and run ad-hoc performance reports on Valmark Wealth Solutions accounts.
Grow your firm through email and social media engagement with Smarsh’s compliance-friendly archiving solution.
Quickly and easily gather client signatures through eSignature software.
Save time processing paperwork through this forms generation software that quickly and easily populates forms with client data.

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Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
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