Our Process

 

 

We are a wealth advisory firm who work with a select group of peak performers (peak in both their professional and personal lives) who aspire to know that their future is secure and taken care of. We have developed and refined a process called The Sigma Formula to help ensure they don't have to worry and they can live their most fulfilled life. 

 

The Sigma Formula takes the disparate components or financial instruments available and often utilized by peak performers, and sums up the parts to create the whole - the Financial Plan for our clients. After all, the whole is greater than the sum of its parts. 

 

If this could be a benefit to you, let's talk. 

 

Grant M. Trimble

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Kansas City Office:                                             San Diego Office: 

6800 College Boulevard, Suite 630               12340 El Camino Real, Suite 300

Overland Park, Kansas 66211                           San Diego, California 92130

913-890-8767                                                

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Investment advisory services provided through V Wealth Advisors LLC, a registered investment advisor doing business as "Trimble Investment Group."

 

All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. 

 

Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

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VWealth Advisor, LLC is a registered investment adviser located in Overland Park, Kansas. VWealth Advisory may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

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