Your money. Your life.

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Services

Full-Service
Registered Investment Advisor

Wealth management services with a personal relationship.

Planning and One-on-One Meetings

Experienced planning centered around life events and communicated clearly one-on-one.

Investment Management

Disciplined research, customized models and consistent rebalancing are the foundation of our portfolio management expertise.

Retirement Income Solutions

How much money can you withdraw from your portfolio monthly and never run out of money?

Risk Evaluation

Establishing a clients risk tolerance drives our portfolio model management.

My Bucket System

MyBucketSystemTM

Vickerman & Driscoll developed the ultimate proprietary retirement income calculator. Adjust the green bar to the value of your total investment portfolio and watch the MyBucketSystemTM calculate your retirement income on a monthly basis.

$50,000

1-5 yrs.

$100,000

Projected 2% Return

6-10 yrs.

$100,000

Projected 5% Return

11-15 yrs.

$100,000

Projected 6.5% Return

16+ yrs.

$100,000

Projected 8.5% Return

$100,000

Monthly Income

$100,000

Monthly Income

$100,000

Monthly Income

$100,000

Year 16 Balance

Disclosures

About

Why Vickerman & Driscoll?

We are a niche wealth management company serving high net-worth individuals. We develop a relationship centered on honesty and integrity. This allows for open communication to deliver exceptional planning results. We customize your investment portfolio based on your current portfolio value, saving targets, risk evaluation and your retirement income goals. And finally, we believe in responsive, personal service to navigate the daily challenges of making informed wealth management decisions.

We look forward to partnering with You!

An investment strategy that focuses on building portfolios to provide a monthly income in retirement.

We favor a balance of equity and fixed income investments based on your custom risk evaluation. We assist you in preserving, growing and managing your wealth through adequate diversification among the different asset classes, proactive allocation of sector weightings and a disciplined approach to rebalancing to harvest investment profits. In retirement, we provide a on going plan to provide you with monthly income using the "My Bucket SystemTM" developed by Vickerman & Driscoll.

    Team

    Our Team

    We absolutely love what we do and believe our devotion to our work is reflected in each and everyone of our clients.

    Mike J. Vickerman, Jr.

    President

    Co-Founder, Visionary, Entrepreneur, Expert Planner & Adviser, Father & Friend to those who know him well.

    Kevin A. Driscoll

    Principal, CIO, CCO

    Extensive business and personal financial experience. Ethical, client service focus.

    Wayne Haas

    Wealth Management Consultant

    Brings deep commitment, ethics, and professionalism to his role as Wealth Management Consultant, Portfolio Manager, and Certified Financial Planner®

    Amy Jo Van Lierop

    Client Relationship Manager

    It is a great moment when a client breathes a sigh of relief, that feeling of peace and control, the sense that everything is coming together.

    Karen Henry

    Client Service Associate

    Excited to be part of a team, dedicated to meeting & exceeding our clients financial investment needs.

    Contact

    Get in Touch

    Thanks for your interest. To learn more about personalized services or simply to speak with us, please call or complete the form.
    Thanks!

    SEC Registration:

    2019 ADV

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