V2 financial Group, LLC

Your Partner In Financial Success

Helping You Achieve Your Goals

Planning Towards Financial Independence

Achieving Financial Success Requires a Disciplined Process

Investing Requires A Steady Approach

Take The Emotion Out Of Your Portfolio

With a Fiduciary, Your Interests Come First

Our Responsibility In Serving You Is Clear

We're Your Financial Team

Executing Your game Plan

V2 Financial Group is a registered investment advisor (RIA) providing Investment advice & Wealth management services. We are a fee based independent financial advisory firm, serving clients looking for sophisticated and comprehensive financial advice and services, with no conflicts of interest.

Risk based customized portfolio

We believe in the "one shoe does not fit all" philosophy. We assess each client's goals, risk tolerance and investment circumstances (e.g. cash needs, tax situation) to design and manage an investment portfolio customized to that client's situation.
Sophisticated investment model and a disciplined process

Our comprehensive investment process blends modern portfolio theory, macroeconomic, fundamental and technical analysis.
Unbiased, Conflict-free, Pure advice. No commissions. Lower cost

As a fee based, independent financial advisor, V2 Financial Group does not earn commissions from any investments made on behalf of clients. This means our recommendations are unbiased and neutral across different investment products (e.g. one mutual fund company versus another) and are based solely on merit of the investment.

Ongoing focus on best practices & academic research

While our model and process incorporate existing best practices and thought processes, we are always seeking newer and more efficient means to introduce academic research, emerging methodologies and new investment products. We also continuously evaluate the relevance of conventional approaches as new products become available and as the investing landscape changes over time.
Use of derivatives to hedge risk and supplement income

We occasionally use options to either reduce volatility or to generate additional income.
Holistic approach. Investments handled with integrity and intelligence

When you entrust your money to us, you can be assured that it is handled with the highest level of integrity, with your best interests in mind.