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, a “wow” experience that exceeds expectations, and an array of top wealth management and investment services at 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.