About VIP

Financial Advice, Done Differently.

Led by Mark Stancato, CFP® and EA—20+ years helping high-income, high-complexity households make decisions with clarity. We use technology everywhere it helps, and human judgment where it matters: trust, empathy, and nuanced planning.

Advisor Spotlight

Led by Mark Stancato, CFP®, EA, ECA, CRPS®

“Most firms chase scale. I chose depth—fewer than 55 households, conversations that don’t rush, and a personal CFO approach where planning and taxes guide every investment decision.”

I built VIP for clients who value craft: thoughtful planning, careful tax work, and evidence-based investing. Technology is our tool—not our substitute for thinking. You’ll never be handed to a junior, and you’ll never feel like a ticket in a queue.

CFP®
EA
ECA
CRPS®
Integrated Tax + Planning
0% AUM

Quality over scale

We keep the client list intentionally small so the work can be excellent.

Human first

We use tools for speed; we rely on judgment for wisdom.

Planning before products

No commissions, no sales quotas—just strategy that fits your life.

Quoted in

The VIP Story

Financial planning shouldn’t feel like a transaction. Here’s how VIP Wealth Advisors came to life—and why we’re different.

Early Career

Mark began his career in large advisory firms—watching the industry prioritize growth, AUM, and quotas over real planning.

Frustration with the Model

Too many clients felt like numbers. Meetings were rushed. Advice was shallow. Fees grew as portfolios grew—even when the work didn’t.

A Different Path

Mark decided to cap the client list at fewer than 55 households—building a model around depth, clarity, and human connection instead of scale.

VIP Wealth Advisors Today

Integrated planning, tax strategy, and investment management under one roof. Technology everywhere it helps—human judgment where it matters most.

Our Philosophy

Quality over scale.
Relationships over volume.
Advice, not algorithms.
Planning first—then investing with purpose.

Our Mission

Help high-income households, tech professionals, and business owners simplify the complex— and align wealth with purpose, freedom, and intention.

Boutique by design: fewer than 55 households for true personal attention.

Strategy beats speculation

Planning, tax, and investing—integrated so your money works like a system.

What makes VIP different

Clear fees, integrated strategy, and evidence-based investing—delivered like a Personal CFO.

Flat, transparent fees

0% AUM. No commissions. Pay for advice—not asset size.

Integrated tax + planning

Tax filing and projections included. Strategy drives implementation.

Evidence-based investing

Global ETFs, direct indexing, rebalancing—no hype, no guesswork.

Personal CFO service

Direct access to your CFP® partner. No junior handoffs.

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.