Ponte Vedra Beach, FL Office

Ritesh Upadhyaya is a financial advisor at Vigil Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, SunTrust Advisory Services, and LPL Financial. Outside of his advisory role, he is a partner in a children’s fashion business. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs an individualized, primarily long-term investment approach, utilizing a range of investment vehicles and multiple research methods, and offers both discretionary and non-discretionary portfolio management.

David Vigil is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves as an advisor at Vigil Wealth Management, LLC, where he has worked since 2018, including its predecessor entities. Prior to that, he held positions at LPL Financial and SunTrust Advisory Services. In addition to his advisory role, he is a licensed insurance agent. Vigil Wealth Management advises individuals, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs while maintaining flexibility to include a range of other investment vehicles and regularly monitors client accounts.