In today’s market, working hard and saving is no longer the safest strategy. Over the last 3 decades, Vivien has built a team that focuses on distinctive wealth management for their clients: individuals, families, and business owners. Her clients value protecting their wealth and assets while maintaining growth and sustainability for generations to come.
As a multi-generational team themselves, the team's priority and focus is to always provide superior service and coverage for all areas of wealth management. From banking, life insurance and portfolio management, the team approaches each client with a customized plan that maximizes their success. Clients of Vivien’s team hold a high merit on tax reduction, intergenerational wealth transfers, succession planning for businesses and tax efficient wealth transfers, retirement, and estate planning. It’s been Vivien’s and her team's honor watching their clients succeed over the last 30 years.
