Customized solutions designed specifically for you

INDIVIDUAL SERVICES

At VQ Financial we encompass every aspect of you, such as your family, business, and personal goals into your financial strategy. We help you understand your wealth, and how to preserve, grow it and plan for the future. You are our first priority and that’s why our approach is independent and objective. The wealth management strategy we develop with you will be as unique as you.

We recognize that each client and their family circumstances are unique, and require a customized investment and wealth management strategy. Our practice is built on our expertise in four areas: Wealth Management, Retirement Planning, Personal Insurance, and helping our clients prepare for expected and unexpected life events.

PRIVATE WEALTH MANAGEMENT

Developing and maintaining a strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs. At VQ Financial, we recognized that each individual is different and will work with you to design a strategy that will help you achieve your vision.

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RETIREMENT PLANNING

It’s never too early or too late to plan for retirement. In fact, a little planning can make a big difference in having a satisfying retirement. VQ Financial wants to help you achieve your financial goals. Together, we can help you develop a personalized retirement plan that will help ensure you'll have enough income to live comfortably when you stop working.

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ESTATE PLANNING

People of all ages and financial situations can benefit from estate planning. Estate planning is not as much about wealth as it is control. Communicate your wishes and be in legal control of your assets and what matters most to you. A properly planned estate strategy gives you control over how to provide for your family, a favorite charity,  and your business. Wills and Trusts can communicate your wishes when you are no longer able to do so. At VQ Financial we want to help guide you to a solution that is best for you.

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PREPARE FOR LIFES UNEXPECTED EVENTS

Life is busy and it is easy to forget about insurance. VQ Financial will work with you to understand your needs and work to get the appropriate level of insurance from our broad network of nationally recognized carriers. The best way to prepare for the unexpected is to be properly insured and have emergency savings.

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PITTSBURGH
CINCINNATI

322 North Shore Drive, STE 200

Pittsburgh, PA 15212

(412) 643-2600

1435 Vine Street

Cincinnati, OH, 45202

(513) 993-5333

David Herrman is an investment advisor representative of Elite Investment Team, LLC, a SEC-registered investment advisor. Mr. Herrman provides all investment advice through Elite Investment Team, LLC. Neither VQ Financial, LLC (dba VQ Financial Group) nor Eric Moeves are licensed to provide investment services or are associated with Elite Investment Team, LLC.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by VQ Financial, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.