With 28 years in business, Vimvest Advisors brings a wealth of experience and expertise to your wealth. That experience and expertise translates 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 Advisors. His experience ranges from technology product design to marketing to business development. He works to expand the technology and brand reach of the company.
Mark has over 39 years of experience in financial services. He specializes in portfolio development and management in multiple investing and wealth management disciplines.
Olimpia helps to schedule, prepare for, and manage the client experience at Vimvest Advisors. She also helps in the creative department.
David helps provide creative direction for all things Vimvest Advisors related. He helps from branding to web to product design and presentation.
Sue takes a warm yet detailed approach in helping to keep the books for Vimvest Advisors. She is an important part of day to day organization for the company.
Here are some common questions we often receive from clients. If your question isn’t in the list below, 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.