At VMT Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. We believe we foster a different kind of mindset – one wholly dedicated to advancing the best outcomes for the clients we serve. We’re resolutely focused on a client’s goals and continually strive to exceed expectations. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business. VMT was ranked #1 on the 2022-2024 Forbes "America's Top Wealth Management Teams High Net Worth" lists. Published annually in November. Rankings based on data as of March 31st of current year.
*\*Forbes “America’s Top Wealth Management Teams High Net Worth” list. Opinions provided by SHOOK\* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.*
It is typical practice in our industry for clients to be served by two people, a financial advisor and a client associate. Not at VMT. We use an integrated, "teamed" approach, with three professionals serving each client. We realized that adding a third person would streamline communications.
The VMT way is to serve clients with a financial advisor, a wealth planner, and at least one administrative associate.
You will work closely and intensively with your financial advisor as you develop a personal, customized wealth management strategy. Your wealth planner is there to reach out to you, to hear your questions and concerns, and to coordinate the implementation of solutions while our client associates stand ready to help you with all of your administrative needs.
A Process of Disciplined Advice and Guidance
Managing wealth, deploying investment capital and building diversified portfolios is very complicated today. We don't improvise; we focus on process.
Our approach is rooted in portfolio management techniques used by large institutional investors, such as endowment funds and pension plans.
Please join us for a 2024 Market Update featuring the latest research from BofA Global Research presented by Nestor Vicknair, Managing Director & Wealth Management Advisor, and Kyle Kelley, Senior Vice President & Senior Financial Advisor, both of VMT Wealth Management.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of three webinar sessions on Wednesday, November 20, 2024.
We encourage you to register in advance for the webinar(s) you wish to join using the links below. On the day of, you may join the Webex either by revisiting the link below or by clicking the link in your registration confirmation email.
· 11:00am CT: Webex
· 3:30pm CT: Webex
· 6:30pm CT: Webex
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to vmt@ml.com.
CKP®, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
