Company Overview

 

Voyager Capital Management is an SEC Registered Investment Advisory (RIA) Firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $250 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations. The firm was formed in 1995, and our team of employee professionals brings over 65 years of combined experience to help you accomplish your goals.

 

As an RIA firm, we are held to a fiduciary standard that is much higher than traditional advisors, stockbrokers and financial planners. We have a fiduciary duty to act in the best interest of our clients.

 

Our client services are nationwide. Currently, the firm assists clients in the following 23 states:

 

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Illinois
  • Indiana
  • Iowa
  • Maryland
  • Michigan
  • Minnesota
  • Montana
  • North Carolina
  • North Dakota
  • New York
  • Oklahoma
  • Oregon
  • South Dakota
  • Texas
  • Virginia
  • Vermont
  • Washington
  • Wisconsin

Voyager Capital Management, LLC

875 Townline Road, Suite 100

Lake Geneva, WI 53147

Ph: 800-998-1013

Brookfield Office

16655 West Bluemound Road, Ste 160
Brookfield, WI 53005
Ph: 262-797-0111

© 2009 - Voyager Capital Management, LLC. - All Rights Reserved. Privacy Policy.

This website has been designed & developed by MorningStar Media Group, Ltd.