SERVICES
Modern Financial Consulting
With over 45+ years of combined experience, VWM recognizes the nuances of what current economic & geopolitical tides bring. We LISTEN to your concerns and help navigate your financial ship to your legacy inspired destination.
We EXECUTE & MONITOR, as your hired entropy captain. This is done through our impressive array of financial products. We often become a trusted partner within your inner circle - similar to accountants, lawyers & doctors. Work with us, because we take pride in our work, giving specific individual advice catered to each and every client.
Are you an Accredited Investor? VWM provides niche products that most competitors do not offer for wealthier individuals. These include ALTERNATIVE INVESTMENTS which are used to bring endowment strategies to investors. Gain higher tax efficiencies, better yields, and better piece of mind with us.
Schedule Appointment
All appointments are free and flexible. Simply give us enough information & a licensed Financial Advisor will contact you at a time of your choosing.
Use our Due Diligence for your financial goals.
Features to Expect
circleblack
CircleBlack’s Investor app is a 5-Star mobile personal wealth management technology that puts your whole portfolio at your fingertips. Sending you alerts when your finances are affected and personalized Insights based on your portfolio so you have more knowledge about your money. CircleBlack watches your wealth so you can live your life.
Money guide pro
The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning. This provides multiple scenario analysis and many advantageous calculators.
RBC wealth management
Rewriting retirement. The Royal Bank of Canada is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 16 million clients and has 80,000 employees worldwide. Our connection with RBC Wealth Management rounds out our full suite of financial products by providing lending, bond markets & many other products.
John Bodnar
Founder & President, Vermont Wealth Management
It all started 45 years ago…
Founder & President, John Bodnar has over 40 years experience in the securities industry, with previous experience in Commercial Banking, Corporate Accounting & Life Insurance.
Wealth Management approach: 4 steps
Investment Policy - I help you determine your investment policy which includes risk tolerance, goals, time horizon analysis of current assets, your return expectations, income goals and other specific factors that affect your investment decisions.
Strategy - I develop an investment strategy designed to pursue your needs and your criteria taking into account the current and expected market conditions.
Implementation - I execute the plan using asset allocation. This takes into account your current investments, considers tax implications, reallocation and is focused on your risk/time tolerance.
Monitoring & Communication - I monitor and review your plan quarterly with you. This means I take the time to review and match your portfolio’s performance with our risk targets.
“I take a conservative approach to investing, which begins with a thorough assessment of your current and future needs.”
John currently lives in Colchester, VT with his wife Catherine Bodnar, a retired English professor. They have 5 children and 3 grandchildren. John is a 5th degree black belt in Tae-kwon Do, enjoys skiing, sailing and camping. He is also a former 3x National Champion in Rudimental Drumming.
