Scottsdale, AZ East Hartford Drive Office
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Vigilare Wealth Management LLC
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Firm-wide stats for Vigilare Wealth Management LLC
About
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.
Based on Vigilare Wealth Management LLC
Expertise
Based on Vigilare Wealth Management LLC
Location
8585 East Hartford Drive, Suite 113
Scottsdale AZ 85255
Advisors at this office
3
Advisors at this office
Racquel K
CFP®, Series 63, Series 66
Scottsdale, AZ
Vigilare Wealth Management LLC
Racquel Kolsrud is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Vigilare Wealth Management LLC since 2015, where she is part of a four-advisor team based in Scottsdale, AZ. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in assets. The firm employs a dynamic investment approach combining global macro and bottom-up fundamental analysis, using a proprietary framework and ongoing risk assessment tools to manage portfolios on a discretionary basis.
Zeljko Z
Series 66
Scottsdale, AZ
Vigilare Wealth Management LLC
Zeljko Zdrale is a financial advisor at Vigilare Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Vigilare since 2011. In addition to his advisory role, he is involved with Athlete Society LLC, a professional services company that provides financial coaching and related services to professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm employs a dynamic investment approach combining global macro and fundamental analysis within its Nucleus framework, offering discretionary management and comprehensive wealth oversight.
Jason P
Series 63, Series 66
Scottsdale, AZ
Vigilare Wealth Management LLC
Jason Polit is a financial advisor with Vigilare Wealth Management LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Vigilare Wealth Management since 2011. Polit is also a managing member of Athlete Society LLC, a professional services company that provides financial coaching and related services specifically for professional athletes. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in client assets. The firm offers integrated wealth management with a dynamic investment approach that combines global macro and fundamental analysis, using proprietary risk assessment tools and ongoing portfolio oversight.
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