INTELLIGENT WEALTH MANAGEMENT

Sophisticated solutions to help give you the freedom to pursue your passions

Bridge the Gap From Where You Are to Where You Want to Be

Bridge the Gap From Where You Are to Where You Want to Be

At Vankoevering Wealth Management and Insurance Services, we help smart people make smarter financial decisions through robust, integrated planning. We are committed to your best interests and help give you the confidence you need to go boldly in the direction of your goals and dreams. No matter how complex your financial world may be, we aim to bring clarity to your path and guide you towards the freedom to pursue your passions.

Embracing Financial Fulfillment

Confidence in the Complex

 

 

EXPERIENCE CONFIDENCE IN THE COMPLEX

 

We aim to simplify your wealth by offering greater clarity about where you are and where you’re going.

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EXPERIENCE FREEDOM TO DO WHAT YOU LOVE

 

We integrate all facets of your wealth with the goal of reducing the stress of managing it.

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EXPERIENCE PEACE ABOUT THE ROAD AHEAD

 

We oversee the big picture and help guide you through the seasons of life.

Our Team is Award Winning

Sherrie Vankoevering has been recognized by Forbes as Best-in-State Wealth Advisor and as a Top Financial Security Professional. Many thanks to our hardworking team, amazing clients, and to our partnership with Northwestern Mutual. This would not have been possible without you.

Forbes 2024

Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

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Boost your financial knowledge.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4