We take the time to understand your vision, design a tailored plan, deliver comprehensive services, and provide access to unique alternative investment opportunities to help you achieve your immediate and longer-term goals.
We believe successful wealth management is driven by highly personal and collaborative relationships – working together to know you and align the right solutions for today and tomorrow.
Highly Personalized
At Vincita Investment Partners, you can expect exceptional service from a highly experienced team.
We align everything we do to help you pursue your unique vision and goals, optimize your wealth and after-tax returns, and create financial confidence and peace of mind. As your wealth concierge, we work with your estate planning attorneys, tax specialists, and banking partners to ensure complete and integrated strategies that encompass all aspects of your financial life.
We call that our “V.I.P. Experience.”
Comprehensive &
Integrated Focus Areas
- Financial Planning
- Investment Management
- Robust Alternative Investments Access
- Tax Planning and Management
- Risk Management
- Estate Planning and Wealth Transfer
- Business Planning and Exit Preparation
- Philanthropic Strategies
- Business Retirement Plans
Top-Tier Resources
Our independence empowers us to align industry-leading resources to provide an exceptional experience and protect your best interests every step of the way, including our custodian to ensure the safety of assets, advanced tools and technologies, cybersecurity partners, and other essential alliances.
We have selected Fidelity Institutional® (Fidelity) to custody our client assets. Fidelity is an industry leader with a strong net capital position, stringent internal controls, and a long and trusted 75-year history of putting clients first. Fidelity safeguards accounts through Securities Investor Protection Corporation (SIPC) account protection and other insurance for the protection of client assets.
Fidelity Investments®(Fidelity) is an independent company, unaffiliated with Vincita Investment Partners. Fidelity is a service provider to Vincita Investment Partners. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Vincita Investment Partners and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.