Services
Private Wealth Management
As trusted advisors to our clients, we have partnered with well respected money managers to offer private wealth management services, including wealth preservation and transfer, fiduciary and charitable gift services, as well as banking, credit and customized socially conscious portfolio services. This partnership allows us to extend and ensure professional institutional resources for the management of our clients' wealth.
Dedicated to private wealth management, we screen the investment process of our partners against various benchmarks and look for consistency across market cycles. We oversee the strategic asset allocation in order to help optimize long-term performance, control volatility and ultimately aim to achieve our clients' financial goals and objectives. At Vinci Financial, we encompass all areas of wealth management and are grounded in decades of experience.
Women & Investing
At Vinci Financial, we are committed to finding the right investment for you. We match you with an investment platform that will fit your financial profile, but also suits your risk tolerance and achieves optimum returns. Your portfolio may include mutual funds, individual stocks, bonds, index traded shares, professional money managers and/or a combination of strategies. This diversification allows us to seek maximum returns based on the level of risk you are willing to assume.
Click here to download a free copy of our Women & Investing whitepaper.
Risk Management
Wealth management means planning for a long, productive life while also preparing for any possible risks along the way. At Vinci Financial, we identify your unique risks, analyze your current insurance coverage and customize a comprehensive solution that protects your family. We work exclusively with top rated insurance companies to ensure your assets will be there when you need them. Because we are not financially committed to any single insurance company, we are able to secure the most optimum coverage to meet your needs. We specialize in the following areas:
- Life Insurance
- Disability & Long Term Care Insurance
- Health Insurance
- Business Protection
- Estate Planning
Business Planning
Planning for the financial aspects of your business is just as important as personal financial planning. At Vinci Financial, we work closely with your trusted advisors (CPA, attorney, business manager) to provide the following extensive business planning services to our clients:
- Business Continuation / Succession Planning
- Business Overhead Protection
- Buy / Sell Agreements
- Tax Planning
- Retirement Planning - 401(k), Profit Sharing, Defined Benefit, SEP, IRA
- Group Insurance Plans - Medical, Dental, Life, Disability
- Executive Benefits Planning
- Employee Benefits
As one of your trusted advisors, we will guide you through this planning process and the business decisions you will need to make. Having sound financial planning for your business will help to assure success for you and your employees.