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:


We seek to build honest, long-term relationships by always striving to do what’s right for you.


We value the trust you have placed in us and take responsibility for our actions and decisions.


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

Joseph Marus Founder & Managing Partner