Van Leeuwen & Company

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Meet the Van Leeuwen & Company Team

What we have learned from our other clients has given us a depth of experience and a breadth of understanding that helps us grasp your unique situation and serve your unique interests. Over the years, we have developed extraordinary expertise by working with a wide range of people, in particular: corporate executives with extensive responsibilities, individuals dealing with loss, non-profits crucial to the community, and those who have made the U.S. their home.

We build portfolios by building trust Many of our clients have been with us a long time, some as long as 20 years. Clearly, performance is critical to such longevity; no one stays with financial advisors who don’t achieve results. But we have learned how important it is to earn the trust of clients early on. We can’t expect you to share personal information with us or allow us to manage your portfolio unless you trust us implicitly. So if for you that means taking it slow, that’s how we’ll take it. If like some of our clients, you want us to confer with others you rely on (lawyers, accountants, other financial advisors, or concerned family members), we are happy to do that. Whatever it takes to earn your trust. We respond promptly, because good communication is vital. When you want to discuss something with us – whether it’s a particular investment or an overall strategy, a concern about the market or a question about how best to finance a major purchase – we respond promptly. If you call, we answer (if we’re on another call, we’ll call you right back). If you want to come into the office to talk or have us come to you, we make that happen. And when we think you need to know something – good news or not such good news; an opportunity or a red flag – we contact you just as fast. Regular meetings and routine updates are important. Good communication is vital. We guide you using our financial expertise. Our client’s goals, objectives and concerns are first and foremost when creating a comprehensive financial strategy; we call this the Total Wealth Advantage. As our client, we evaluate your overall short- and long-term goals and carefully assess the opportunities and risks in meeting these goals. Included in that evaluation, we thoroughly review all of your assets, liabilities, and insurance coverages, as well as use our financial expertise in the areas of estate and trust planning. We are empathetic to the attainment of your goals. With our years of experience, we can help you realize your vision by assisting to protect and preserve them the way you feel most comfortable, structured and coordinated with our advice and expertise.

The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, IL, MA, MD, MI, NJ, NV, NY, OH, PA, RI, SC, and VA. Securities offered through LPL Financial, Member FINRA/SIPC. For more information, please refer to www.FINRA.org and www.SIPC.org Third party posts found on this page do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.