PRIVATE WEALTH

PRIVATE CLIENT SERVICES

Vincent Private Wealth understands the unique challenges that come with the growth and preservation of your wealth. Our exclusive and proprietary investments are custom designed for Accredited Investors. 

HIGH-NET-WORTH INDIVIDUALS & FAMILY OFFICES

Our experienced team is dedicated to serving the unique needs of high-net-worth investors and families. We offer fully customizable products for your family’s financial and investment needs. Vincent Private Wealth understands the unique challenges that come with the growth and preservation of wealth.

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PROFESSIONAL ATHLETES, ENTERTAINERS & AGENTS

Statistically speaking, things don’t turn out particularly well when it comes to the financial well-being of professional athletes. In fact, studies show that 8 out of 10 athletes end in financial despair. You deserve financial professionals who know and understand your industry and can provide the right products.

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BUSINESS SALE & SUCCESSION PLAN

As a company owner, you work hard to make sure you are properly positioned to sell and get the most financial gain for what you’ve developed. We work carefully to provide fully customizable products that assist in the preservation of wealth so you can give full focus to your brand-new venture or beloved hobby.

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LAWSUITS & SETTLEMENTS

We’ve worked with many clients who have received their “sudden wealth” through a lawsuit or settlement. Although each situation is unique, what is common to nearly all of them is that they or someone close to them was harmed in some fashion, in essence perpetuating the legal process. It is a great honor as well as an immense sense of responsibility to provide products that will assist with preserving wealth.

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PHYSICIANS, PROFESSIONALS & EXECUTIVES

At Vincent Private Wealth, we like to say we prepare for the certainty of uncertainty. If you’ve invested properly you shouldn’t have to care so much about whether the markets are in a bull or bear cycle. There are a number of custom investments and products available for physicians and professionals to keep from sabotaging their own financial plans.

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PHILANTHROPY & SOCIALLY RESPONSIBLE INVESTING (SRI)

We can work closely with your organization to meet its unique investment goals. Further, we can work with your personal team of advisors to identify ways to help you create a philanthropic legacy to support the causes you believe in most, with a lasting impact for your lifetime and beyond. The Vincent Private Wealth team is passionate about providing legacy products.

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LOTTERY WINNERS & SUDDEN WEALTH RECIPIENTS

Vincent Private Wealth has become the go-to resource for serving sudden wealth recipients by offering customized products and investment vehicles specifically developed to provide you with immediate clarity into what you own as well as what you need to protect and preserve your new-found wealth.

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HIGH-NET-WORTH MILLENNIALS

Millennials are savvy, independent, skeptical, and far more cautious than some might think. Our HNW Millennial clients don’t come across as entitled, disengaged from the real world or enthralled by instant gratification. Instead, we see a group who are oriented toward the future, who have a strong sense of family, community and social responsibility.

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INHERITANCE & WEALTH TRANSFER

We endeavor to help families with this ever so critical process. It’s vital for people who have inherited, are going to inherit, or are wanting to bestow assets to their heirs.  We provide the wealth preservation and transfer products that can help you get back in control allowing you to feel confident and secure as you look to protect and preserve your legacy and wealth.

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