Vigilare Wealth Management

Investment Management, Financial Planners, Financial Planning Consultants

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(480) 636-8292Call Visit WebsiteVisit Website Map & DirectionsDirections8585 E Hartford Dr Ste 104Scottsdale, AZ 85255 Write a ReviewWrite Review

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Phone: (480) 656-3652

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AKA

Inter Wealth Management

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https://www.vigilarewealth.com/concierge

http://vigilarewealth.com

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Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (480) 636-8292

Address: 8585 E Hartford Dr Ste 104, Scottsdale, AZ 85255

Website: https://www.vigilarewealth.com/concierge

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Vigilare Wealth Management

Investment Management
Risk Management – Investment process: Our dynamic portfolio management strategy is designed with a respect for the volatility and unpredictability in today’s markets—managing the downside risks and generating positive returns.
Wealth Management
This website provides general information about Vigilare Wealth Management, LLC. The website is not meant as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or expressed recommendations, concerning the manner in which any client’s accounts should or would be handled, as appropriate investment decisions depend upon the client’s specific investment objectives. Vigilare Wealth Management, LLC provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation.

Financial Planning
Danita has a 15-year background in investment and financial planning beginning at Edward Jones. She was a Limited Partner with the firm and specialized in retirement and estate planning. She then transitioned to opening her own company, Rios Trading, where she focused on commodities such as gold and silver for the next 7 years.
Asset Management
Vigilare Wealth Management, LLC is a SEC-registered investment adviser located in Phoenix, AZ and San Diego, California. Vigilare Wealth Management, LLC provides asset management and related services to clients nationally. Vigilare Wealth Management, LLC will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. Vigilare Wealth Management, LLC renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. For details on our ability to work with you in your particular state, please contact Vigilare Wealth Management, LLC to discuss your particular situation and geographic location.

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