Vivid Financial Management, Inc.
Financial Services - Orcutt, CA, US
Vivid Financial Management, Inc. Employees
Vivid Financial Management, Inc. Details
Vivid Financial Management takes an integrated, holistic approach to manage wealth for families, individuals, and institutions across the country. We lead clients on a purpose-driven path that supports their unique needs through investment management, wealth planning, tax, business services, and estate planning techniques.What makes our approach unique?• We disrupt expectations of the traditional client: advisor relationship• We listen to your needs first and build custom solutions second• Our structure untangles miscommunications between third-party relationships• We are advocates, not salespeople• Net-after-tax return is a critical component of our frameworkWe value our firm's culture beyond measure. Having a dynamic, innovative, and high-powered culture allows our team to disrupt client expectations and serve them at a level most teams can't offer. Transparency is a fundamental principle in everything we do.We make direct and fund investments across asset classes that complement a traditional asset allocation strategy. We engage in strategic partnerships across the alternative investment landscape focused but are not limited to; real estate, private credit/equity, and venture capital. We seek to engage in strategic partnerships across the alternative investment landscape.
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