Life isn't Money. Life is Wealth.

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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 ®

What We Do

Retirement Planning

College Planning

Estate Planning

Tax Planning

Risk Management

Wealth Management

Employee Benefits Planning

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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Investment advisory services offered through Cascadia Advisory Services, LLC, a Registered Investment Advisor

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