Voyage Wealth Management

About Us

Voyage Wealth Management is a fee-only, fiduciary firm in Biloxi, MS. We primarily work with retirees and pre-retirees within 5 years before or after retirement, which are the critical years for making retirement work. We specialize in retirement income planning, social security timing, tax planning, and portfolio management.

Banks, insurance companies, and brokers are paid to sell you products. We are not. As a fee-only, independent RIA, the only person paying us is you, which means we eliminate many of the conflicts that exist throughout the industry, and we work hard to minimize the ones that remain.

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Our Process:
We always start with your custom retirement plan, which focuses on the high-impact decisions that make or break retirement. As we build your retirement plan, we'll answer key questions like:
- Am I going to be ok?
- When should I take Social Security?
- How much can I spend in retirement?
- When can I retire?

Once you have a successful plan in place, we'll strengthen it by aligning your retirement portfolio with your spending needs, risk profile, and guaranteed income sources. For more information, see our investment philosophy.

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There's no formal asset minimum to work with Voyage. That said, we work best with pre-retirees with $500k or more to invest — not because of an arbitrary threshold, but because that's where the strategies we specialize in start to make a difference.

If you're looking for someone to hand you an investment proposal, pitch you an annuity, and tell you to come by next year - we're not the firm for you.