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We’re improving the wealth management experience.
Our clients view us as partners for their future. At Vivid Financial Management, our goal is to bring you financial clarity, to protect and enhance your wealth, and to provide you confidence in your future.
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Clients choose us because of our collaboration, team structure, and our culture. We’ll serve you and your needs, not ours.
Our Solutions
- Financial Independence
- Intelligent Investing
- Small Business Solutions
- Tax Optimization
- Legacy Preparation
Our Amazing Clients
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Individuals
Every client has a unique set of needs. We strive to provide guidance and education around why certain solutions may or may not make sense given a client’s situation.
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Families
Harnessing the power of thoughtful listening and well-informed questions enables us to act as an advocate for families faced with some of the most dynamic complexities.
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Business Owners
Time is your most precious asset. We partner with you to efficiently execute a strategic direction that incorporates both business and personal concerns in unison.
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Retirees
Your financial future is only just beginning, and we will be there throughout it. Our primary goal is to reduce your stress, so you can enjoy what you worked so hard for.
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Vivid works with my family to understand how we can leave a legacy for our future.
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Financial management is a puzzle and the pieces look different for everybody. We meet you at the intersection of life and your financial future.