Vigil Wealth Management Team

David  Vigil CFP,® CIMA®

David Vigil CFP,® CIMA®

Managing Director, Private Wealth Advisor

Tesh  Upadhyaya

Tesh Upadhyaya

Director of Client Relations

What We Do

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.


Investments can play a key role in your financial plan. A mix of investments can help achieve your goals.


Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Your Finances

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. Asset allocation does not ensure a profit or protect against a loss.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Trust, Understanding and Communication

We have created an environment for our clients that puts their needs and goals at the heart of all interactions by providing the following:

  • Transparency in all interactions
  • Understanding the needs, goals, and risk tolerance of each individual relationship
  • Prompt follow-up on requests
  • Financial analysis in a clear straight forward way
  • Professional management of your investments
  • Report the performance of investments relative to the overall market and goals

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