We are a planning-driven firm that helps you simplify financial complexities, protect hard-earned wealth, and build the confidence and peace of mind to enjoy life.
Our Brand
The name Vincita is derived from the Italian words for “winning” and “victory,” and symbolizes our commitment to working with successful clients who excel in their professional life and want a partner who can help them achieve their goals across every stage of financial life. Our “V” logo reinforces that commitment to victory and fulfillment for you and your family — with the use of three Vs symbolizing our focus on the well-being and continuity of wealth across future generations.
Our Values
Everything we do at Vincita is driven by our commitment to three core values:
Integrity
We seek to build honest, long-term relationships by always striving to do what’s right for you.
Accountability
We value the trust you have placed in us and take responsibility for our actions and decisions.
Persistence
We love what we do and are unwavering in our pursuit of excellence for you and your family.
Benefits of Independence
In addition to being a fiduciary, our independence offers many immediate and ongoing benefits to you and your family, including:
- Objective and tailored advice
- Freedom from big-firm constraints
- Exceptional personal service
- Advanced tools and technology
- Open architecture solutions
- Transparent reporting and communication
Establishing our independent firm eliminates constraints and unlocks limitless potential, empowering us to fully leverage our resources and expertise to impartially serve our clients