About
Helping successful people go deeper with their financial planning — one thoughtful conversation at a time.
At VIP Wealth Advisors, I chose a different path — one built on depth, care, and true partnership.
.jpg "Mark Stancato - Firm Mission and Philosophy")
Why VIP Wealth Advisors exists:
I chose a different path in an industry that often prioritizes growth and volume. VIP was designed as a boutique, high-touch firm built around a simple promise: You’ll never feel like a number here.
Instead, here’s what you can expect:
- Thoughtful conversations — not rushed meetings.
- Transparent flat fees — no hidden agendas, no commissions.
- Comprehensive tax strategy — because real planning includes taxes.
- Direct access to me — no junior handoffs, no layers.
- A commitment to no more than ~55 client households — by design.
Everything here is intentional: the pace, the planning, and the people we serve. If you're seeking a financial partner who listens deeply, plans precisely, and brings clarity to complexity, welcome.
Our Mission:
To help high-income households, tech professionals, and business owners simplify the complex — and align their wealth with a life of purpose, freedom, and intention.
Our Philosophy:
- Quality over scale.
- Relationships over volume.
- Advice, not algorithms.
If you're ready for financial advice that feels like a partnership, not a transaction, let's talk.
Book a Discovery Call
We’ll discuss your financial goals and see if we’re a good fit. (30 mins.)
