Vigilant Wealth Management

Vigilant Wealth Management is a private wealth management firm established in 2002, specializing in tailored investment and wealth planning solutions for high-net-worth individuals, families, and various entities. The firm offers discretionary investment management and wealth planning services, including advice on investment, financial, retirement, estate, tax, insurance, banking, credit, and charitable planning. Clients have the option to impose restrictions on investments, and Vigilant provides Family Office Wealth Management services for qualified client families. Vigilant employs a disciplined investment process based on client needs, goals, risk tolerance, and investment constraints. The firm may invest in various asset classes, including individual securities, sector securities, market-index securities, and publicly traded investment companies. Vigilant's investment strategy involves diversification to manage risk and pursue long-term financial objectives. Clients are charged fees based on a percentage of assets under management, with a fee schedule that is negotiable based on various factors. Vigilant primarily manages client accounts on a discretionary basis, allowing the firm to direct transactions without client consultation. The firm also provides insight into its proxy voting policies, code of ethics, and use of third-party vendors for certain functions. Vigilant does not have a history of disciplinary events and does not participate in wrap fee programs. The firm's commitment to acting in the best interests of clients is emphasized throughout its investment and business practices. Clients receive regular account reviews and statements, ensuring transparency and accountability in the management of their assets.