Vivid Financial Management, Inc.
Financial ServicesCalifornia, United States11-50 Employees
Vivid Financial Management takes an integrated, holistic approach to manage wealth for families, individuals, and institutions across the country. We lead clients on a purpose-driven path that supports their unique needs through investment management, wealth planning, tax, business services, and estate planning techniques. What makes our approach unique? • We disrupt expectations of the traditional client: advisor relationship • We listen to your needs first and build custom solutions second • Our structure untangles miscommunications between third-party relationships • We are advocates, not salespeople • Net-after-tax return is a critical component of our framework We value our firm's culture beyond measure. Having a dynamic, innovative, and high-powered culture allows our team to disrupt client expectations and serve them at a level most teams can't offer. Transparency is a fundamental principle in everything we do. We make direct and fund investments across asset classes that complement a traditional asset allocation strategy. We engage in strategic partnerships across the alternative investment landscape focused but are not limited to; real estate, private credit/equity, and venture capital. We seek to engage in strategic partnerships across the alternative investment landscape.
1-888-653-2347 
support@leadiq.com 
