A complete list of active advisors currently associated with Vigilare Wealth Management LLC

Warmer can help you find a great advisor at Vigilare Wealth Management LLC or one who fits your needs even better.

Vigilare Wealth Management serves individuals, high-net-worth clients, and select institutional entities with a mix of investment management and integrated wealth services. Its offerings span discretionary portfolio management, financial oversight and recordkeeping (including expense oversight, cash flow projections, and document retention), third‑party manager selection, and standalone trustee and Personal CFO/executive services. The firm’s investment process emphasizes a dynamic asset allocation that combines global macro (a “World View”) and bottom‑up fundamental analysis, with a core PILR framework (Price, Interest Rates, Liquidity, Risk) guiding asset-class decisions. Portfolios are actively monitored with attribution analysis, the firm may use leveraged ETFs and alternative investments when appropriate, and it uses the Nitrogen (formerly RISKALYZE) tool to quantify client risk tolerance. Compared with many team advisory firms, Vigilare operates with a more pronounced family‑office style service set—offering trustee, tax/accounting, real estate, and philanthropic support under separate engagement terms—and conducts educational seminars and workshops for clients and prospects. The firm also discloses that some investment adviser representatives act as appointed insurance agents and may receive commissions for insurance sales, a relationship the brochure identifies and explains as a potential conflict of interest that VWM seeks to manage.

To learn more about the advisors currently working at Vigilare Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.