Tailored Financial Planning & Tax Filing for High INCOME Households, Entrepreneurs & Business Owners
+ Comprehensive Tax and Financial Planning
+ Expert Coordination and Execution
+ Guaranteed Results and Unlimited Support
Work One-on-One With a Dedicated CFP®, EA Professional who will stay focused on your financial independence and tax preparation while you stay focused on your life goals and well-being.
Financial Independence Planning
Our expert guidance ensures you navigate investments, wealth preservation, and retirement strategies with confidence, securing and elevating your financial future.
Tax Planning and Preparation
Our strategies are designed to minimize significant tax liabilities while ensuring meticulous, timely filings, providing you with greater control and confidence in managing your wealth.
Investment Management
Our advisors design and oversee diversified portfolios that align with your unique goals, risk tolerance, and time horizon, ensuring long-term financial growth and success.
Personalized guidance in all areas of financial planning and tax preparation
Over 90% of our clients focus on the following in the first 3 months: Current Year Tax Projection, Financial Independence Plan, Investment Management, Tax Preparation/Filing, Equity Compensation Trading Plan.
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We’re fiduciaries
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We’re Credentialed
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Fair & Clear Pricing
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We work virtually
Specializing in high net worth households, VIP Wealth Advisors serves as a trusted personal CFO to a select clientele, from celebrity actors and television producers to tech executives at companies like DoorDash and Google.
Our expertise extends to navigating the complexities of multiple income streams, intricate equity compensation (ISOs, NSOs, RSUs, RSAs), tax planning, income properties, private investments, and more.
We take pride in providing exclusive, white-glove service, always available to guide clients as new financial opportunities emerge. Our deep knowledge of financial modeling, forecasting, and the tax code allows us to deliver tailored strategies that optimize wealth and ensure the most advantageous financial outcomes.
Get all your financial planning with VIP service and expertise
Work One-on-One With a Dedicated CFP®, EA Professional.
What we do
VIP Wealth Advisors is a boutique firm providing exclusive, white-glove financial planning and advisory services to high-net-worth clients. We specialize in delivering sophisticated, personalized strategies, leveraging the latest fintech to meet the complex needs of affluent households seeking an experienced and dedicated financial partner.
What we don’t do
Unlike many others who “sell” products, we do not. We provide comprehensive financial planning services strictly on a “fee-only” basis. We are not affiliated with any company, be it a traditional broker/dealer, insurance company, or a “so-called” investment firm. This independence is crucial because it ensures that our advice is entirely unbiased and focused solely on what is best for you. Without any conflicts of interest or pressure to push specific products, you can trust that every recommendation is made with your long-term financial well-being as the top priority.
The VIP Treatment
We are deeply committed to putting our clients’ needs above all else. Our clients receive unparalleled, VIP-level service in every aspect of financial planning, ensuring their wealth is managed with the highest level of care and discretion.
Experience serving clients in Technology, Entertainment, Fortune 500 Companies & Self-Employment
Trusted by clients with robust compensation structures from companies like Amazon, Google, Tesla, Intuit and more.
Fair & Clear Pricing
One Flat Fee for Comprehensive Financial Planning, Investment Management, Tax Filing Services & Personal CFO Consulting.
We’re “fee-only,” which means we don’t sell products for commission and don’t receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets.
VIP PLANNING FOR INDIVIDUALS & COUPLES
Individual: $800/Month*
Couple: $900/Month*
FLAT FEE / 0% AUM
Biannual Planning Meetings
Tax Projection
Spring Tax Prep & Filing
Unlimited Access to CFP®
Life Event Counseling
Tax Savings Strategy
Tax Loss Harvesting
Rebalancing
Cash Flow Planning
Investment Management
Insurance Review
Estate Planning
Real Estate Investment Planning
Financial Independence Plan
24/7 Client Portal Access
Secure Document Vault
Gift Planning
Career Transition Planning
Education Planning
Private Investment Counseling
VIP+ PLANNING FOR BUSINESS OWNERS & ENTREPRENEURS
Starting at $1500/Month*
FLAT FEE / 0% AUM
Quarterly Planning Meetings
Unlimited Access to CFP®
Comprehensive Tax Plan
Tax Strategy Execution
Spring Tax Prep & Filing
Financing/Debt Strategies
Cash Flow/Liquidity Planning
Comprehensive Insurance Review; Business and Personal
Business Acquisition and Sale Planning
Investment Management
Estate Planning
Real Estate Investment Planning
Financial Independence Plan
24/7 Client Portal Access
Secure Document Vault
Gift Planning
Private Investment Counseling
* The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
See what our clients are saying
See what our clients are saying
“VIP Wealth Advisors has been instrumental in helping me navigate the complexities of tax planning and investment management. Their personalized approach and attention to detail have given me peace of mind and confidence in my financial future.”
— Jeff B., Client
“As a technology consultant, I need financial advice that’s as dynamic as my work. The team’s expertise in complex investments, digital assets, and equity compensation, along with their unwavering support and attention to detail, has truly set them apart.”
— Mike C., Client
Resources
Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.
