Join us for our upcoming webinar on a topic it’s never too soon to learn more about: Elder Care. Register for one of our two workshops on Tuesday, September 10th, offered at 12pm and 5:30pm. Register at https://bit.ly/46PzVuu
Vis Wealth Partners
Financial Services
Portland, Maine 46 followers
We are a full-service financial planning firm that leads with fee-based planning for individuals and business owners.
About us
Empowering Financial Futures: Discover Vis Wealth Partners, your partner for financial success. We specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of financial services. Our Expertise: Navigate the intricacies of wealth with Vis Wealth Partners. We excel in crafting group and executive benefit plans, corporate-sponsored retirement solutions, as well as life, disability income, and long-term care insurance. Our strategies extend to estate and charitable planning, helping to ensure your financial security and legacy. Tailored for Your Success: Our approach is personal, not standardized. At Vis Wealth Partners, we prioritize your unique goals. Our seasoned financial experts actively listen to your needs before customizing solutions. Your existing financial plan serves as the canvas on which we paint tailored strategies, ensuring optimal results. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Vis Wealth Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: One Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500. We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CT, FL, GA, MA, ME, MO, NC, NH, NJ, PA, SC, TN, TX, UT, VA, VT. We have individuals with licensing to sell insurance products in the following jurisdictions: AZ, CA, CT, FL, IL, MA, ME, MI, MO, NC, NH, NV, PA, TN, TX, UT, VA, VT. Vincenzo Garganese – Domicile State: ME; CA Insurance Lic# 4029943 Matthew Rittenhouse – Domiciled State: ME; CA Insurance Lic# 4254965
- Website
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www.viswealthpartners.com
External link for Vis Wealth Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Portland, Maine
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Fee-Based Financial Planning, Wealth Management, Life Insurance, Long Term Care Insurance, Disability Insurance, Custom Portfolio Management, Retirement Income Planning, Social Security Planning, Estate Planning, Risk Mitigation, Private Equity, and Tax Planning
Locations
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Primary
254 Commercial St
Suite 245
Portland, Maine 04101, US
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1 Marina Park Dr
16th Floor
Boston, Massachusetts 02210, US
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75 Leighton Rd
Falmouth, Maine 04105, US
Employees at Vis Wealth Partners
Updates
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Stay informed with our weekly Market Commentary, offering the latest insights and analysis on the economic landscape. Check back every week for fresh perspectives. #VisWealthPartners
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We're thrilled and grateful to Sam Chipman at WMTW network for the incredible skybox tickets to the Portland Sea Dogs game on Sunday! Our clients and team had an unforgettable experience. Thank you! ⚾🎉 #ClientAppreciation #VisWealthPartners #PortlandSeaDogs
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Stay informed with our weekly Market Commentary, offering the latest insights and analysis on the economic landscape. Check back every week for fresh perspectives. #VisWealthPartners
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Vis Wealth Partners reposted this
A huge congratulations to Vincenzo for being recognized as the #1 Best-In-State Top Financial Security Professional by Forbes! He is the only person in Maine to receive this honor. We are so proud of his dedication and excellence! Read the full article here: https://lnkd.in/dxHW3dQa #ForbesTopProfessional #VisWealthPartners
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A huge congratulations to Vincenzo for being recognized as the #1 Best-In-State Top Financial Security Professional by Forbes! He is the only person in Maine to receive this honor. We are so proud of his dedication and excellence! Read the full article here: https://lnkd.in/dxHW3dQa #ForbesTopProfessional #VisWealthPartners
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We are thrilled to celebrate the one-year anniversary of Tucker Landry with Vis Wealth Partners! Over the past year, Tucker has demonstrated remarkable dedication and growth in his role, consistently going above and beyond for our clients and team. Join us in congratulating Tucker on this significant milestone! We are proud to have him as part of our team and look forward to many more years of success together. #VisWealthPartners #advisoranniversary
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Yesterday, our team had a fantastic day volunteering with Portland Trails! We spent the day repairing fences and exploring the beautiful trails right by our office! At Vis Wealth Partners, we're passionate about the outdoors and giving back to our community, so combining these two activities was especially rewarding! 🔨 🌲 #VisWealthPartners #Volunteering #PortlandTrails