Managing Your Wealth

WEALTH ADVISORY SERVICES

At Vigilant, we provide our clients with objective, consultative advice, and comprehensive, personalized wealth-planning strategies. Our customized approach is critical, as each client relationship has its own unique attributes. We understand that source of wealth can be a major driver of the composition of one’s balance sheet; for example, the needs of an entrepreneur often differ from those of an executive of a public company who, in turn, differs from a commercial real estate investor. And certainly, a retiree has different objectives than an emerging professional. For more detailed information on how we approach these different types of clients, please visit Whom We Serve.

At the inception of a client relationship, we begin the wealth advisory process by developing a balance sheet and integrating personal cash flows with investment-management strategies in order to determine an appropriate portfolio distribution rate.

Over the ensuing months and years, we further develop the wealth plan to incorporate the topics detailed below. Much of this work is done in conjunction with our clients' other advisors, including legal, tax and insurance professionals to implement customized solutions.