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Strategize Here
Wealth advisor analyzing financial charts.
A family of four standing on a dock, silhouetted against a sunset sky.

Welcome to

Van Diest Capital

The premier choice for individuals and businesses seeking a strategic partnership approach towards wealth management. We are dedicated to positioning our clients to take full advantage of opportunity that lies ahead, maximizing current conditions and their long-term success.

Our approach is not transactional; it’s relational. We forge lasting partnerships with our clients, working to cultivate growth not just for today, but for future generations.

Our clientele is diverse, and our services are tailored to each client’s unique needs. We are committed to providing the highest level of service to propel our clients forward, faster than ever before.

Our Services

Personalized Solutions

Our Process

The Investment Fingerprint™ is our trademarked approach towards financial planning and investment management that represents our commitment to personalized financial solutions. Just as each person’s fingerprint is unique, we understand that your financial situation is unique as well.

With the Investment Fingerprint™ approach, we take the time to understand your specific financial objectives, life goals, risk exposures, and preferences.

This allows us to create a customized investment strategy, portfolio and plan tailored to your needs, striving to achieve your financial objectives with confidence.

Your Investment Fingerprint™

Resources

Latest News

Stay informed with our latest research, news and insights. Explore our resources for valuable information on macro-economic news, investments, educational pieces and industry trends.

Our Resources

What Our Clients Are Saying

I highly recommend Van Diest Capital to anyone looking for reliable and effective portfolio management services. Their expertise, personalized approach, and commitment to client satisfaction set them apart in the industry.

– Amy H.

James goes above and beyond to help his clients and truly cares about their success. We are so happy with the services we received. Could not ask for a better experience and can’t wait to continue to work with Van Diest Capital in the future.

– Jonathan J.

James and his team are the best! He is always available to answer my questions and explain complex financial concepts and has been great at helping my family reach our financial goals.
– Dominique H.

Unbelievable experience with James and Van Diest Capital. He not only set out to finalize a plan for my family’s financial future, but he truly cares about his clients.

– Jordan M.

Disclaimer
Portrait of James, financial consultant.

Mission Statement

Our Vision for Success

Van Diest Capital was established to be the destination for those looking for a technically sound and strategic approach towards wealth management and business advisory that puts the client first.

With strategic, tactical guidance we build a relationship that strives to grow you, your business, and your family for decades and generations to come.

Our business mirrors the caliber of our clientele, embodying the exceptional service we offer and the quality of individuals we partner with.

Learn More About Us

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Please Note

Van Diest Capital has not provided any compensation for the testimonials presented. They were selected from client feedback, and to the best of our knowledge, no other conflicts of interest are associated with them.
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Please Note

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at those websites.
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