At Vanderbilt, our Private Wealth Experts are dedicated to providing unparalleled financial advice and wealth management services to high-net-worth individuals and families. With a deep understanding of the complexities that come with significant wealth, we craft bespoke strategies designed to protect, grow, and transition your assets seamlessly.
Personalized Wealth Management
We recognize that each client’s financial situation, goals, and aspirations are unique. Our advisors take the time to understand your personal and financial objectives, delivering customized strategies that align with your life’s vision.
Employee Education and Engagement
We believe that a well-informed workforce is a more engaged and productive one. Our team provides ongoing education and support to your employees, helping them make the most of their retirement benefits.
Compliance and Administration
Managing a retirement plan involves navigating complex regulatory requirements. We handle all aspects of plan administration, ensuring compliance with ERISA and IRS regulations, so you can focus on running your business.
• Experienced Advisors: Our team is comprised of industry-leading professionals with extensive experience in wealth management, financial planning, retirement services, and business retirement plans.
• Client-Centric Philosophy: We are committed to your success. Our advisors prioritize transparency, communication, and your long-term financial well-being in every decision we make together.
• Fiduciary Responsibility: As a fiduciary, we are legally obligated to act in your best interest, ensuring that our advice and strategies are aligned with your goals.
Your wealth deserves a strategy that is as unique as you are. At Vanderbilt, we partner with you to navigate the complexities of wealth with confidence and clarity. Contact us today to schedule a consultation and discover how our Private Wealth Experts can help you achieve your financial goals.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP
VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
