“Don’t fit your life into your money, fit your money into your life.”
This is the philosophy on which Robert Levenson founded Value Monitoring Inc in 1988. VMI is a registered investment advisor and boutique financial planning and investment management company that offers clients an uncommon financial strategy: Make as much money as possible but do so while limiting significant losses.
Our small, dedicated team gets to know clients well, and our clients, in turn, trust us with a full range of financial services including investment management, tax and estate planning, life insurance, and more.
Our multi-faceted approach will add value to your life, not just your portfolio.
Our services.
Financial
Planning
Planning for long term financial strength in an ever-changing world.
Investment Management
Make as much money as possible but do so while limiting significant losses.
Minimize
Taxes
Tax advantaged strategies for long term income and efficiency.
Optimize
Insurance
Evaluate each of your policies (or lack thereof) and make sure they fit your life.
It doesn't hurt to ask
Times have changed.
If the advice you're getting doesn't include a plan for the changes ahead, you're due for a second opinion.