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 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists.
Published annually in November. Rankings based on data as of March 31st the same year.
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, October 23, 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.
Please join us on September 24, 2024 at 2:00pm CT for this special event.
VMT Wealth Management's Nestor Vicknair, Managing Director; Wealth Management Advisor, will sit down with retired United States Army four-star General David H. Petraeus to discuss the value of making investment decisions through a geopolitical lens.
General David H. Petraeus is a Partner at KKR and Chairman of the KKR Global Institute, which he established in May 2013. Prior to joining KKR, General Petraeus served over 37 years in the U.S. military, culminating his career with six consecutive commands as a general officer, five of which were in combat. Following retirement from the military and after Senate confirmation by a vote of 94-0, he served as Director of the CIA under President Barak Obama.
Tuesday, September 24, 2024
2:00 p.m. CT
We encourage you to register in advance for the webinar. Once your registration is submitted, you will receive a confirmation email with a new link to join the Webex. On the day of, you may join the Webex either by revisiting the link in this invitation or by clicking the link in your registration confirmation email.
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.
