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Live Your Best Life Today While Preparing For Tomorrow

It all starts with getting to know you. As a firm, we prioritize building relationships with confidence,
sincerity and being a true fiduciary. With warmth and understanding, we look forward to gaining
insight into who you are and what your goals consist of in order to develop a financial plan of
action that works for you.

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Money Doesn't Have To Be Complicated

Retiring Shouldn't Be A Thing

We assist our clients in forming clear and appropriate investment goals. Using broadly diverse funds with low costs, we implement globally diversified investment portfolios. We then help our clients maintain perspective and long-term discipline.

Partner With A Team That Cares

Wealth Management is the combination of Investment Consulting, Advanced Planning, and Relationship Management. It is a comprehensive service that we offer that includes designing a globally diversified investment portfolio, building the advanced financial plan, and providing ongoing analysis and review. Review meetings not only include the client, but at times, include the client’s other advisors (CPA, attorney, insurance professional) to reach an ideal outcome for the client.

Help You Create Unshakable Financial Clarity

The foundation of Voyager as an independent, fee-only investment advisor and financial planning firm stems back to 1999 when Robert Anderson, principal and managing director of Voyager Wealth Management, LLC, started his own firm, The Index Advantage, Inc. Today, our team of professionals has over 65 years of combined experience serving clients.

  • Retirement
  • A Team That Cares
  • Financial Clarity
<sup>Why Work With Us</sup><br/>Because Life Happens<br/>

Why Work With Us
Because Life Happens

At Voyager, it is our vision to be a leading wealth management firm by improving the financial well-being of our clients. We accomplish this by getting to know our clients, their dreams, their goals, and specific needs. We further our vision by maintaining and improving upon our customized investment solutions, technological capabilities, personalized client service, and lifelong learning. We are grounded in always putting our client’s interest first and upholding our core values and beliefs.

Who We Help
When life changes, we create a path.

At Voyager Wealth Management, LLC, we cultivate dynamic and unique solutions to fit your needs, while building strong client relationships along the way. As an independent, Wisconsin-based firm, we offer a full range of financial planning and investment management services to individuals and businesses alike. We apply values of diligence, integrity and honesty to their financial questions and concerns.

Wealth Planning

Wealth Planning

The financial planning process is critical to achieving success. It helps you define your goals and assists in creating a road map for meeting those objectives.

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Small Business Retirement

Small Business Retirement

Voyager helps employer’s structure and maintain the retirement plan your employees deserve. Your organization wants a world-class plan and you want to focus on running your business. 

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Second Opinion Services

Second Opinion Services

We believe that many investors would value a second opinion on your financial plan. Voyager has the expertise to guide you so you can be confident you have a strategic plan as you navigate the future.

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How We Help
Build confidence for 
your financial future.

While it's absolutely true that financial planning and investing are becoming increasingly complex, that doesn't mean it has to be that way. The last thing most investors need is more headaches, Voyager exists for one reason, and that is to meet the need of our clients. Our top priority is to develop a meaningful relationship with you and gain an insightful understanding of your financial needs. Let us do the heavy lifting.

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Wealth Management

Once we have developed your personal financial plan, your investments can be used to efficiently deliver it. We have a commonsense approach to investing based on market efficiency.

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Individualized Solutions and Relationships

As a firm, we prioritize building relationships with confidence, sincerity and being a true fiduciary. With warmth and understanding, we look forward to gaining insight into who you are and what your goals consist of in order to develop a financial plan of action that works for you.

Learn more
<sup>Why Work With Us</sup><br/>Committed to Growing and Protecting your Wealth<br/>

Why Work With Us
Committed to Growing and Protecting your Wealth

As fiduciaries, we are dedicated to gaining an understanding of your needs, both financially and personally. Our goal is to develop an understanding of the dynamics of your family, your concerns, and your aspirations for the future. With these details in mind, we take a look at your financial situation and determine what strategies will work best for you.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Resources
Articles & Events

Knowledge is the key to financial freedom. Explore our curated list of helpful links to find information that aligns with your interests.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

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Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

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Questions to Ask About Medicare

Questions to Ask About Medicare

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Contact Us
We Want to Hear From You

Ready to turn your financial dreams into reality? Contact us today and let's start planning your path to financial success together.

Voyager Wealth Management, LLC

Lake Geneva Office

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