Vigilare Wealth Management was created with the single goal of protecting and growing our clients' wealth. Whether you're in retirement or in the early stages of formulating a strategy, nothing is more critical than ensuring that your assets ultimately enable you to live out your long-held dreams. We take personal pride in your success and happiness.
We want you to enjoy the money you've earned and saved, rather than feeling weighed down by the complexity of managing it. And we look forward to standing by your side as your trusted advisor, working together to navigate through life's financial challenges and major decisions. Low interest rates, volatile and elevated markets, as well as a highly uncertain geopolitical climate.
We want you to enjoy the money you've earned and saved, rather than feeling weighed down by the complexity of managing it. And we look forward to standing by your side as your trusted advisor, working together to navigate through life's financial challenges and major decisions. Low interest rates, volatile and elevated markets, as well as a highly uncertain geopolitical climate.
Services
Jason is responsible for a range of activities that impact the delivery and implementation of investment strategies and solutions for Vigilare clients. Danita is Director of Operations and Compliance for Vigilare Wealth Management. In addition to overseeing compliance and operations Danita is tasked with ensuring that Vigilare continues to have the leading suite of technology solutions available in our industry to best serve our client needs.
Perhaps you've been working with another advisor, and haven't been satisfied with your results or the level of service. Maybe you have been a self-directed investor, increasingly overwhelmed at the logistics of monitoring your portfolio-and you believe you should be doing better. Or you just have question.
You have enriched our professional and personal lives by sharing yours with us. Our careers as advisors have exposed us to a wonderfully diverse group of individuals and families from many different walks of life. We have listened intently as you shared your life journeys, chronicling the highs and the lows, and the lessons you learned along the way, and we are truly humbled.
Today, investors are faced with an increasingly complex and evolving set of challenges: Low interest rates, volatile and elevated markets, as well as a highly uncertain geopolitical climate. This environment requires a more thoughtful, engaging, and nimble approach to investing compared to the once acceptable cookie-cutter strategies of the past.
I was given a small inheritance in my early 20s which really sparked my interest in investing. And I found success early on (after all it was the 90s). Even back in high school I admired the entrepreneurs of that time: the Buffets, Gates, Dells, and Schwabs. I learned the value of saving a dollar and watching it grow.
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