631-845-5100
Gold strip for mobile
Vanderbilt Financial Group

Vanderbilt Private Wealth

Tailored Financial Strategies for High-Net-Worth Individuals

At Vanderbilt, our Private Wealth Experts are dedicated to providing unparalleled financial advice and wealth management services to high-net-worth individuals and families. With a deep understanding of the complexities that come with significant wealth, we craft bespoke strategies designed to protect, grow, and transition your assets seamlessly.

Business Succession Planning
Business succession planning is all about being prepared. The loss of valuable leadership can cripple even the strongest of companies. Succession planning is an essential component to the survival and growth of any business.
Philanthropic Advisory
We will work towards helping you turn your wealth into a real impact. With proactively planned, tax-efficient giving strategies, our hope is that you’ll be able to support causes you care deeply about, now and as a part of your legacy.
Tax Optimization Strategies
For you, proactive tax planning is a non-negotiable. And it’s about more than just knowing which account to draw from when. We’ll cover every angle with business planning, corporate benefits, income planning, charitable giving and more.
Custom Retirement Plans
We work with you to design custom retirement plans, including 401(k) plans, profit-sharing plans, and defined benefit plans that provide tax advantages while helping you attract and retain top talent.
Retirement Plan Benefits for Business Owners
As a business owner, you have unique opportunities to optimize your financial future while also enhancing the benefits you offer to your employees. Our Private Wealth Experts specializes in designing and managing retirement plans that align with your business goals and personal financial objectives.
Trust and Estate Planning
Protecting your legacy is paramount. Our trust and estate planning services ensure that your wealth is preserved and transferred according to your wishes, minimizing tax implications and maximizing the benefits to your heirs.
Investment Management
Our investment philosophy is centered on risk-adjusted returns and long-term growth. We utilize a disciplined, research-driven approach to build diversified portfolios tailored to your risk tolerance, investment horizon, and financial goals.
Comprehensive Financial Planning
From retirement planning to estate preservation, our Financial Advisors and Certified Financial Planners (CFPs) work closely with you to create a holistic financial plan that addresses every aspect of your financial life. Certified Exit Planning Advisors (CEPAs) are also on hand to assist with the complexities of business transitions and succession planning.

Our Approach

Personalized Wealth Management

We recognize that each client’s financial situation, goals, and aspirations are unique. Our advisors take the time to understand your personal and financial objectives, delivering customized strategies that align with your life’s vision.

Employee Education and Engagement

We believe that a well-informed workforce is a more engaged and productive one. Our team provides ongoing education and support to your employees, helping them make the most of their retirement benefits.

Compliance and Administration

Managing a retirement plan involves navigating complex regulatory requirements. We handle all aspects of plan administration, ensuring compliance with ERISA and IRS regulations, so you can focus on running your business.

Why Choose Vanderbilt?

• Experienced Advisors: Our team is comprised of industry-leading professionals with extensive experience in wealth management, financial planning, retirement services, and business retirement plans.

• Client-Centric Philosophy: We are committed to your success. Our advisors prioritize transparency, communication, and your long-term financial well-being in every decision we make together.

• Fiduciary Responsibility: As a fiduciary, we are legally obligated to act in your best interest, ensuring that our advice and strategies are aligned with your goals.

Let's Build Your Financial Future Together

Your wealth deserves a strategy that is as unique as you are. At Vanderbilt, we partner with you to navigate the complexities of wealth with confidence and clarity. Contact us today to schedule a consultation and discover how our Private Wealth Experts can help you achieve your financial goals.

Get in Touch! 800.676.2921

Skip to content