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.
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.