Vanderburgh Private Wealth
George, James, and Jesse Vanderburgh, along with Joseph Brennan specialize in conservatively managed equity portfolios with an emphasis on tax efficient income generation. With over 50 years of combined wealth management experience, we directly manage portfolios on behalf of an exclusive group of high net worth individuals, businesses, and families. With a large book of business but only a small number of households we are able to provide specialized, individual attention to each of our clients. We have strategically limited the number of managed households and only a select number of new clients are accepted each year. Due to the personal nature of our client relationships, new clients are welcomed through referral only. We then provide a thorough multi-meeting process in order to ensure our custom investment strategy suits their individual needs.
The Vanderburgh Private Wealth Team also includes Anne McDougall, Maria Bragues, Karen Matos, and Shanice Carter. Anne is a Retirement and Estate Planning expert who provides customized Financial & Retirement Plans in addition to comprehensive Estate Plans. Maria, Karen, and Shanice are licensed associates providing superior administrative expertise and an unparalleled degree of client service. Our genuine passion for people extends beyond financial complexities and that has allowed our team to guide clients through the moments that matter most.
