Our clients are much more than a portfolio of assets – they are families with active lives, who seek a team of advisors who will provide them with thorough, objective and carefully considered guidance on a full range of financial topics. When you work with us, you will be treated with respect, care, confidentiality and an unwavering commitment to you and your family.
We enjoy building deep and enduring relationships and have found we work best with individuals, families and business leaders whose priorities focus on:
- Working with a team of thoughtful financial advisors
- A multi-generational view of family
- A long-range picture of retirement and personal goals
- A conservative approach to investing
- Open conversations about wealth planning and investment expectations
Our clients include:
- Financially successful individuals
- Multi-generational private wealth families
- Retirees and individuals planning for retirement
- Corporate executives, professionals and small business owners
- Women seeking guidance for themselves and their family
- Individuals experiencing a significant liquidity event, who need guidance in managing the financial and interpersonal complexities it creates
While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may plan for their family’s financial future and pursue their personal passions.
Working With You
As your life evolves, not only does your financial strategy become more complex, but your options for implementing it increase as well. At Vigil Wealth Management, we use a goals-based process that measures success by how you’re progressing toward meeting the goals most important to you. This thoughtful approach enables us to design and implement appropriate strategies to guide you in pursuing financial success.
Step 1: Understanding You
We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.
Step 2: Analyzing Your Needs
Next, we review your current and future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls or the impact of unexpected life events. In this step, we’ll also reach out to your CPA and estate attorney to understand your existing tax and estate plans, so we can coordinate our strategies.
Step 3: Tailoring a Solution for Your Specific Goals
Here, we’ll prepare a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.
Step 4: Implementing Your Plan
With our guidance, you’ll have access to a comprehensive array of strategies, services and programs that work in tandem to help seek to grow, preserve and transfer your wealth, while remaining aligned with your personal goals and aspirations.
Step 5: Monitoring Results Against Your Goals
We oversee your progress on a daily basis and review the performance through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.