With many years in business, Vimvest Advisors brings a wealth of experience and expertise to manage your wealth. That experience and expertise translate to an entire team working daily to manage your financial growth and protect your assets. At the same time, our white-glove service continues to create and nourish lifelong client relationships.
Justin is the CTO of Vimvest. His experience ranges from technology product design to marketing to business development. He works to expand the technology and brand reach of the company.
Stephen's 20+ years of experience with Registered Investment Advisors allows him to help advisors simplify, amplify, and solidify their business through Vimvest's technology.
Sara is responsible for keeping in touch with current and future clients of Vimvest. She plans informational events on a variety of topics. Contact Sara to attend an event.
Shelly helps facilitate the discovery of useful and available wealth management options. She specializes in helping inform people about new and exciting products from the company.
Linda engages Vimvest with the media and community. She makes sure Vimvest supports Sarasota's social and charitable events, while also planning and facilitating events for our new Vimvest for Advisors platform.
If you have a question, please contact us and we will be happy to answer.
Yes. In case fiduciary is a newer term for you, it refers to a type of financial advisor who is responsible for managing the assets of another person, or of a group of people. Not all financial advisors are fiduciary advisors, and if one isn't a fiduciary, they are not required by law to work in good faith.
Simply defined, an annuity is a financial mechanism that provides a fixed stream of income during retirement. They are a great place for money you need to keep "safe". Vimvest Advisors only offers a specific form of fixed annuities. Contact us to learn more about annuities and if an annuity would be right for your situation.
At Vimvest Advisors, we work to align our incentives with yours. This can be applied in slightly different ways depending on the situation. Contact us to learn more about fees and how they would apply to your situation.
Our three core values drive how your money will be invested if you were to join Vimvest Advisors. First, we believe in markets. This means globally diversified portfolios rather than guessing on pockets of short-term trends. Second, we believe in efficient risk. This means risk and reward are balanced – rather than taking a ton of risk for a little reward. Third, we believe in lifetime income. Applied specifically, this means evaluating your situation, discovering a minimum lifetime income goal, and ensuring your wealth is preserved while taking advantage of the market where possible.
Contact us to learn more about all of our wealth management offerings, or to attend an educational event.