About Us:
Why Voss Exists

Most Insurance Feels Like a Transaction.
This should feel like a strategy

VOSS was built around a pattern that shows up too often in sophisticated planning: families who did everything right, with serious attorneys, strong CPAs, and experienced wealth advisors, yet still watched the plan fail because implementation failed.
Trusts were drafted but not funded. Tax exposure was modeled but no liquidity was created. Insurance Policies existed, but ownership, beneficiaries, and monitoring didn't match the plan.

The issue wasn’t intelligence. It was coordination. 
That’s why VOSS exists.

How VOSS Works

01.

Our Clients don’t buy products, they buy outcomes. The process starts with diagnosis, not products.

02.

VOSS identifies the stage a client is in, the risks that actually matter at that stage, and the gaps between what’s documented and what’s funded.

03.

We coordinate with your advisory team to implement—handling ownership, beneficiaries, funding, underwriting, and monitoring—so everything fits into your broader plan.

04.

VOSS is independent and product-agnostic. We recommend what fits the structure, not what fits a quota

Over the past decade, we’ve structured and implemented
more than $1B in insurance and benefits strategies.

Experience That Shows Up in the Details

The firm’s founder, Vignesh Shanker, is an owner-member of Lion Street.

Recognized with Royal Blue, Diamond Club, Chairman’s Club and Armor Wealth Management Career Awards.

But what matters more than credentials is the work itself and whether plans function when it counts.

Let’s Talk

If you’re trying to make sure your planning actually works in practice, let’s start with a conversation.

No pitch. No pressure. Just an honest assessment of what’s missing and whether we can help close the gap.