Vis Wealth Partners

I have been working with Vincenzo at VIS Wealth Partners for about five years and he has helped us put in place a well diversified strategy to achieve our short term and long term financial goals. He is both highly competent and cares on a deeply personal level. We are extremely grateful for the peace of mind we have regarding our financial future thanks to his and his teams efforts on our behalf. I highly recommend VIS Wealth Partners to anyone in need of a financial adviser. I wish we had found them sooner.
Apr 9th, 2024

Vincenzo and co. are great. He and his team care a lot about what they do and their clients. They've helped organize some daunting financial decisions for us and manage to explain everything so it's easy digestible and straight-forward. Vincenzo is super knowledgeable, a creative problem solver and he's always within reach if we have questions. Can't recommend highly enough.
Mar 26th, 2024

Vincenzo, Matthew and the rest of the team at Vis Wealth Partners have been fantastic to work with. My wife and I were struggling with how best to prepare for retirement and better understand how to diversify, strategize and maximize future growth earnings of our assets and retirement savings. In short, in less than 9months we feel very comfortable and are in a much better financial position based on the experience that Vincenzo has provided. He and his team are professional, understanding, accommodating and very patient and willing to help us better understand and prepare for the future. I would not hesitate to recommend Vis Wealth Partners to anyone including our friends as I don't think you'll be disappointed.
Mar 3rd, 2024

I was recommended to Vincenzo by a friend. He has helped my mom and I organize her finances, formulate a plan to implement long term financial goals and diversify her portfolio. She is approaching her 80's and we needed help. With Vincenzo's encouragement and recommendation of an attorney we revised her Will and Trust to reflect her wishes. He is efficient, understanding, passionate and trustworthy: all important aspects in a financial advisor. His team has been easy to work with and helpful. My mom and I struggle to understand the world of stocks, but Vincenzo is very patient in his explanations. He is respectful and truly cares about our wellbeing, not just financially. He wants to make sure his clients finances support their life choices.
Feb 20th, 2024

My husband and I are very happy with Vincenzo and the VIS team. We have been working with him for over three years and we feel like we are on a great path to accomplishing our goals.
Jan 28th, 2024