Vickery Pierce and Associates help a select group of successful families pursue their lifelong financial goals through disciplined wealth management. Our clients have typically earned substantial assets while raising families and now need a deeper level of strategic financial support. We work to streamline their wealth management and create multigenerational strategies for carefully preserving and passing on their legacy—while helping them pursue retirement filled with their greatest dreams.

Developing personal relationships with the clients we serve is essential to our team. We believe that the better we know each family member’s unique priorities, the better we can tailor their wealth management and help them pursue their goals whenever they need us. As a result, we purposefully limit the number of families we serve so we have the time and resources for providing this depth of service.

Due to our multigenerational wealth management focus, we frequently bring clients’ other family members into our conversations. We provide insight and information that helps families understand their relationship with their money—and the interconnected details everyone shares within the legacy. We also frequently support clients’ children and other generations as they begin acquiring assets, which further helps to streamline each family’s financial life with a single point of advisory guidance.

In every step, we strive to create simplicity in a dynamic, cumbersome financial environment. Our team clearly explains concepts and strategies so that each client can make educated, sound decisions. We can also provide in-house money management services that offer clients direct access to details about their portfolio and its performance at any point in our relationship.

By keeping clients informed, caring deeply for their success, and fostering lifelong relationships, we help families pursue their goals and create the legacies they desire, with every generation.