VIP Wealth Advisors

You've built something meaningful. Maybe it's a startup, a career in tech, a creative practice, or a business that finally found its footing. But with that growth comes complexity, and suddenly, your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and wondering what to do with all these "opportunities" no one prepared you for. That's where I come in. I'm Mark Stancato, CFP®, EA, ECA, CRPS®, and founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive but who don't have the time or desire to untangle spreadsheets, decode tax law, or second-guess every financial move. They want clarity. Confidence. A partner they can trust with the stuff that keeps them up at night. I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through life-changing equity events, and helped creatives transform uncertain income into real wealth. I've been in rooms where ambition collides with identity, where money isn't just about numbers - it's about freedom, leverage, and making sure this all means something. That's the lens I bring to financial planning. At VIP Wealth Advisors, I combine deep tax expertise, thoughtful investment management, and white-glove service into one integrated experience. I file your returns, manage your assets, and help you make smart decisions with long-term impact. I'm not here to sell you products or overwhelm you with jargon. My purpose is to help you breathe easier, sleep better, and take action - knowing someone's watching the details. VIP stands for Very Intentional Planning, because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success - we should talk. This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.