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Vigilant Capital Management Logo
Vigilant Capital Management

Portsmouth, New Hampshire

TrustCore Financial Services Logo
TrustCore Financial Services

Brentwood, Tennessee

Marshall Wealth Management Group Logo
Marshall Wealth Management Group

Pasadena, California

Fineman CPA Group Logo
Fineman CPA Group

Canton, Massachusetts

Koa Wealth Management Logo
Koa Wealth Management

San Diego, California

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

G1 Partners, LLC

Park Ridge, Illinois

Confidential

Stamford, Connecticut

Parallel Advisors, LLC Logo
Parallel Advisors, LLC

San Francisco, California

NACM Connect Logo
NACM Connect

Rolling Meadows, Illinois

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Wealth Advisor
Vigilant Capital Management
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About Vigilant Capital Management
Vigilant Capital Management is a growing wealth management firm with more than $2.2 billion of assets under management as of 12/31/2021. The firm was started in early 2002 and currently has 29 team members based out of our two offices in Portsmouth, New Hampshire and Portland, Maine. We deliver comprehensive wealth planning and customized portfolio management to a select group of clients. Our value proposition is based upon the premise that high net worth families require a dedication of time and resources that are hard to deliver when the financial planning professional serves too many clients. Clients also need more than generic investment management services. Accordingly, we limit the number of families that any single professional works with, and we deliver the value proposition to our clients in a team structure that includes a dedicated Wealth Advisor, Portfolio Manager and Client Relationship Administrator.
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https://careers.ibat.org/jobs/16117920/wealth-advisor
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