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Why Vivid Wealth Management?
Everything we do, we believe in educating our community about wealth. We believe in approaching the money conversation differently. With all the noise from massive financial corporations, and misleading information that exists about money, we believe in challenging the status quo, and starting with wealth. With Vivid, you aren't a number, you are a personal relationship. Servicing our relationships as a Fiduciary, we are legally bound to our client's best interests. Furthermore, we are trusted by dozens of universities and schools, regularly teaching various financial courses to parents, and kids. Operating with over 20 years in the financial planning sphere, we believe knowledge should be spread.
Created by Michael MacKelvie CFP®
Fiduciary, Certified Financial Planner ®
How You Get There
1
Free Assessment
Schedule free 15 minute assessment with a Financial Advisor. Call, or meet virtually to connect, ask any question, or get financial advice.
2
Planning Meeting
Define wealth goals, and discuss planning concepts to make the plan more efficient.
3
Implement Plan
Many times, it is easy to build out what you want to do; however, following through on what's most important can be perhaps the most challenging.
Schools We've Helped
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