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Welcome to von Borstel & Associates, an independent, financial planning firm serving clients across the country.
Markets Are Unpredictable We Are Not
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Are You On the Right Financial Path?
Ask yourself these 18 critical questions. The more you can answer, the better your financial decisions.
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Our robust technology helps you to become more financially organized. When you are organized we can have better conversations. The more we collaborate, the more we learn, and the better our recommendations.
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ARE YOU THE FEW?
The Vision to Wealth Process®
Aligning Values, Vision and Wealth
We design, implement, and maintain custom-tailored wealth management strategies and solutions for affluent families.
My purpose is to help you find contentment and happiness in living a simpler, but more successful financial life.
Our Vision
To be the clearly superior choice for people seeking integrated wealth management from a dedicated team who will exceed their expectations consistently.
Wayne von Borstel, CFP®, ChFC®, CLU, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.
Better
Organization
Better
Questions
Better
Conversations
Better
Ideas
Better
Decisions
Better
Life
Being Your Best
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Free Second Opinion
Financial decisions are hard to make. Our VISION TO WEALTH PROCESS™ can help. Please provide your name and contact information and we will be in contact with you shortly to schedule your free second opinion.
