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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

The Story Behind the Name VIP Wealth Advisors
December 10, 2025

The Story Behind the Name VIP Wealth Advisors

In the wealth management industry, the term "VIP" has traditionally carried a very specific meaning. It refers to the top tier of clients, the individuals and families who bring the most...

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  • Taxes
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  • RSU
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Person looking at tax documents
April 6, 2025

How Do High Earners Like Me Actually Lower Their Tax Bracket?

Let’s be real—if you’re a high earner, there’s no “EZ form” for your tax strategy. Between equity...

April 6, 2025

How Can I Minimize Taxes on My RSUs and Stock Options?

Sitting on a pile of vested RSUs or stock options? Great—unless you're also sitting on a massive,...

9 Ways to Maximize Your Tax Benefits from Passive Income
February 3, 2025

9 Ways to Maximize Your Tax Benefits from Passive Income

Maximize your tax benefits from passive income with these 9 strategies, including real estate...

VIP Wealth Advisors

Flat, transparent fees (0% AUM). Integrated planning, tax, and investing— built for high-income, high-complexity households.

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(917) 319-8281
planning@vipwealthadvisors.com
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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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