Vis Wealth Partners的封面图片
Vis Wealth Partners

Vis Wealth Partners

金融服务

Portland，Maine 53 位关注者

We are a full-service financial planning firm that leads with fee-based planning for individuals and business owners.

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关于我们

Empowering Financial Futures: Discover Vis Wealth Partners, we specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of financial services. Our Expertise: Navigate the intricacies of wealth with Vis Wealth Partners. We excel in crafting group and executive benefit plans, corporate-sponsored retirement solutions, as well as life, disability income, and long-term care insurance. Our strategies extend to estate and charitable planning, helping to ensure your financial security and legacy. Our approach is personal, not standardized. At Vis Wealth Partners, we prioritize your unique goals. Our seasoned financial professionals actively listen to your needs before customizing solutions. Your existing financial plan serves as the canvas on which we paint tailored strategies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Vis Wealth Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: One Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500. CRN202712-7463592 We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CT, FL, GA, MA, ME, MO, NC, NH, NJ, PA, SC, TN, TX, UT, VA, VT. We have individuals with licensing to sell insurance products in the following jurisdictions: AZ, CA, CT, FL, IL, MA, ME, MI, MO, NC, NH, NV, PA, TN, TX, UT, VA, VT. Vincenzo Garganese – Domicile State: ME; CA Insurance Lic# 4029943 Matthew Rittenhouse – Domiciled State: ME; CA Insurance Lic# 4254965

网站
www.viswealthpartners.com
所属行业
金融服务
规模
2-10 人
总部
Portland，Maine
类型
私人持股
创立
2017
领域
Fee-Based Financial Planning、Wealth Management、Life Insurance、Long Term Care Insurance、Disability Insurance、Custom Portfolio Management、Retirement Income Planning、Social Security Planning、Estate Planning、Risk Mitigation、Private Equity和Tax Planning

地点

  • 主要

    254 Commercial St

    Suite 245

    US，Maine，Portland，04101

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  • 1 Marina Park Dr

    16th Floor

    US，Massachusetts，Boston，02210

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  • 75 Leighton Rd

    US，Maine，Falmouth，04105

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Vis Wealth Partners员工

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动态

  • The new year begins! Last week, the markets continued reacting to the Federal Reserve's indication of fewer rate cuts in 2025 than previously expected, which led to a surge in bond yields and a decline in stock prices. Check out the weekly market perspective for more insights.

  • As 2024 draws to a close, US equities are on pace for back-to-back years of over 20% gains for the first time since 1999. What does this mean for your portfolio and your goals? Read our weekly market perspective and let’s discuss the key highlights.

  • A big congratulations to our advisor, Matthew Rittenhouse on earning the Certified Financial Planner? designation! This milestone is a testament to your hard work and dedication to serving our clients. We're lucky to have you as part of the team and are excited to see all the ways you’ll continue to grow in this profession!

    查看Matthew Rittenhouse, CFP?的档案
    Matthew Rittenhouse, CFP?

    Financial Planner

    CFP Board Certified ? . . . I’m super happy to share that as of 12/10/2024, I’ve officially earned the title of CFP? professional! I'm excited to keep learning, growing, and making a difference for the people I work with. A heartfelt thank you to my incredible wife and team—your encouragement and support over the past year made this possible. Here’s to setting big goals and putting in the work to achieve them!

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  • This Thanksgiving, we want to take a moment to say thank you for your trust, support, and the relationships we’ve built together. We’re so grateful for our incredible clients, partners, and community! Wishing you and your loved ones a holiday filled with joy, gratitude, and all the things you’re thankful for.

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