I AM INDEPENDENT. I AM SUSAN VOLLMER.
My journey is about strong relationships. I believe in preparing each client for their beautiful way. This photo is of me and my horse Isabelle. My love of horses and working with clients has taught me that trust, leadership, and communication are required for a successful relationship – and these must be earned.
Who we are: VIA Wealth Management is based in Holland, Michigan, and has been noted in Money magazine as ‘one of the top five places to retire’ and by the Gallup-Healthways Well-Being Index as the ‘#2 happiest, healthiest place to live in America’ – right between Boulder, Colorado and Honolulu, Hawaii. As an independent financial professional, I am not an employee of an investment or financial services firm – I am an independent business owner. Therefore, at VIA we are not pressured or distracted by corporate interests and can focus on what is best for our clients and their financial goals.
What we do: We provide personalized, comprehensive wealth management and investment services for individuals, families, and business owners. We establish long-term client relationships and provide guidance that is tailored to our clients’ unique goals and objectives.
Why we do it: Each of us have something in our life that brings us peace and makes us look at the world in a more beautiful way (bella via). For me, my bella via is my love of horses and helping my clients find their own personal bella via as they navigate through their life journey.
Susan L Vollmer, AIF® President & Financial Advisor – VIA Wealth Management, LLC
Susan L Vollmer, AIF® President & Financial Advisor, VIA Wealth Management, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. VIA Wealth Management and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0214