Van Clemens Wealth Management is an SEC Registered Investment Advisor for which I am registered under as an investment advisor representative so I may legally provide financial advisory services. They hand all my legal and compliance so I can focus on serving you!

Fathom Realty is the real estate brokerage that I am licensed under as a Realtor to legally provide real estate services in the state of Minnesota. They handle all my legal and compliance so I can focus on serving you!

We focus on true diversification across multiple asset classes — not just stocks and bonds. Our approach is values-driven, transparent, and educational. We never push products on you, instead we invest alongside our clients and teach them how to build and protect wealth for generations.

Your values are central to our planning process. We take time to understand what matters most to you, then tailor your plan so it aligns with those priorities, ensuring you feel confident and connected to your money and investments. It is important that you control your finances instead of your finances controlling you.

Yes, we can operate as fiduciaries, which means we are legally and ethically obligated to act in your best interest at all times. This commitment ensures that every recommendation we make prioritizes your financial well-being above all else, providing you with confidence that our advice is unbiased and transparent.

Absolutely. We can review and incorporate your current investments into a comprehensive, truly diversified strategy tailored to your goals. This allows us to build on what you already have while optimizing your overall portfolio for resilience and alignment with your values.

Life changes, and so do your financial needs. We review your portfolio and financial plan at least once a year to ensure they stay aligned with your evolving goals and circumstances. Whether it’s a new job, family growth, or retirement timeline adjustments, we adapt your strategy to keep you on track for long-term success.