Vivid Financial Management, Inc. Email Format

Financial ServicesCalifornia, United States11-50 Employees

Vivid Financial Management, Inc. operates in the financial services sector, offering integrated wealth management for families, individuals, and institutions nationwide. Its services span investment management, wealth planning, tax, business services, and estate planning techniques to help clients pursue aligned financial outcomes. The firm emphasizes a client-first approach, aiming to tailor solutions to expressed needs and to reduce miscommunications among third-party relationships, while treating net-after-tax return as a core component of its framework.

Based in Orcutt, California, the company operates with a small-to-mid-sized team. In December 2021, the firm entered into a partnership with Wealth Enhancement Group, a national advisory firm. Its approach includes making selective direct and fund investments across asset classes that complement traditional asset allocation, and pursuing partnerships across the alternative investment landscape such as real estate, private credit and equity, and venture capital.

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