Broker Check


Client Centered

Since starting his career as a financial advisor in 2003, John Vande Bossche has worked diligently to create a client-centric, multigenerational wealth management firm alongside his wife, Mary, and their two children, Kristen and Patrick. Together, they specialize in wealth management and financial planning for families across generations. They hold the belief that financial planning should be a collaborative and personalized effort, centered around the unique needs and goals of each client. They strive to provide comprehensive solutions that help their clients build and preserve their wealth for the long term.

Kristen's extensive expertise as a CERTIFIED FINANCIAL PLANNERTM and a Retirement Income Certified Professional (RICP®) enables her to provide clients with comprehensive financial planning solutions tailored to their unique needs and goals.

Patrick is a Certified Investment Management Analyst (CIMA®), adding a deep understanding of portfolio management to our team's expertise.

Our Services

  • Comprehensive Financial Planning
  • Investment Management & Advice
  • Tax Management & Guidance
  • Estate Planning Guidance
  • Educational Saving Planning
  • Insurance & Risk Management
  • 24/7 Account Access
Find your Fit

Our Story

This is the story of family. A story that stretches back generations and encompasses the present and looks forward to the future, and the best part of our story is you.

Learn more

Our Values & Philosophy

Our values are rooted in attention to detail, care, and a genuine passion for helping our clients pursue their long-term financial goals. Discover how our values can benefit you today.

Discover our Process