Client Experience

We exist to add value and help our clients make values-based decisions in order to live a more meaningful and purposeful life.


Our clients can expect a high level of customized service, including an array of top wealth management and investment services for a reasonable fee. We are independent and sit on the same side of the table as you. We have a seamless proactive service process, which simply means we anticipate your needs before you even know there is a need. It means being bifocal, which requires paying attention to what is happening today and anticipating changes on the horizon.

We provide high-end multi-family office services combined with the soft skills of financial life planning, and a high level of service comparable only to Ritz Carlton.

We generally serve families and individuals with a minimum of $10 million net worth who live or would like to live a purposeful and meaningful life.

We believe in values-based decision making and living a life with purpose and meaning. We are committed to making a positive impact in our community and Vida’s culture is based on unbiased, fiduciary advice to help our clients thrive and live a happy life. Our values show a passion for family, health, financial independence, education, mindfulness, and a positive impact in our clients’ lives.

Because our clients experience this high level of customized service, education, and communication, it is natural they become an extension of our family. 

Learn About Our Process

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