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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Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.