YOUR TRUSTED ADVISORY TEAM

Helping you navigate your personal wealth journey.

THE VIGILANT STORY

At Vigilant Wealth Management, we focus on wealth planning and investment solutions tailored to meet the in-depth needs of each client. Since 2002, our team of experienced and highly educated professionals have guided our clients in managing their wealth to create a positive impact on their lives and the lives of future generations. Our mission - To provide a select group of high-net-worth clients with customized and proactive guidance that only comes from a trusted advisor.

BY THE NUMBERS

2002

FOUNDING
YEAR

$3.48B

ASSETS UNDER
MANAGEMENT

NUMBER OF
EMPLOYEES

21:1

CLIENT TO
EMPLOYEE
RATIO

AGGREGATE
PROFESSIONAL
DESIGNATIONS

NUMBER OF
STATES SERVED

Data as of 10/31/2025

WHY VIGILANT

Our value proposition of limiting the number of clients with whom we work allows our team to devote the necessary time to understand the specific needs of each client.

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OUR APPROACH

WEALTH ADVISORY

At Vigilant, we provide our clients with objective, consultative advice, and comprehensive, personalized wealth-planning strategies. Our customized approach is critical. This enables us to manage our clients’ investment portfolios within the context of their entire balance sheet and personal circumstances.

PORTFOLIO MANAGEMENT

We take a personalized approach to investing, tailoring strategies to each client's unique goals. We believe in active management driven by rigorous security selection and fundamental research, with every portfolio built on investments vetted by our in-house team.

WHOM WE SERVE

Our clients are comprised of a select group of highly-successful individuals and families, and certain non-profit and institutional entities. It is our responsibility to shepherd their capital, providing them with the opportunity to achieve their financial objectives. We manage between $2 million and $50 million on behalf of our typical family relationship.

ENTREPRENEURS

MULTI-
GENERATIONAL
FAMILIES

EXECUTIVES

RETIREES

INDIVIDUALS
IN TRANSITION

PROFESSIONALS

REAL ESTATE
DEVELOPERS

Our Services

New Hampshire
18 Congress Street - Suite 209
Portsmouth, NH 03801
(603) 431-3498

Maine
One Monument Square - Suite 601
Portland, ME 04101
(207) 523-1110

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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