Vim Wealth Management
Welcome to a different perspective. The best way to help clients, is by helping advisors. This is our unwavering passion and philosophy. We've meticulously designed VIM Wealth Management to fill the stressful gaps commonly found in the investment industry, and we're filled with immense joy and gratitude as we reflect on our journey. To our longstanding clients, your unwavering trust and support have been the bedrock of our success. Thank you for choosing VIM as your trusted team and fiduciary. To those joining our VIM family, as a client or advisor, a warm welcome awaits you. VIM Wealth Management is Your Investment Firm: We shield you from corporate constraints, sales quotas and self-serving arbitrary policies, enabling the realization of countless opportunities. Our belief is that of continuously empowering you, our valued clients and advisors, as integral members of the VIM family. We engage directly with regulators, ensuring the utmost transparency and compliance. Rooted in a safety-first approach, our priority is safeguarding and growing your wealth - to advisors, your career. You’ll notice our departure from predetermined approaches and proprietary products; our institutional access and flexibility; and our agility to dissect the strengths and weaknesses of large institutions—serving as your unbiased bodyguard, focused solely on your vision. The success we secure for our clients is derived from empowering our advisors to fully express their passions. We'd love to hear from you: Warmly, VIM Wealth Management - Your Investment Firm
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JT
Jorge Tijerino
Chief Investment Officer · Finance & Accounting
EmailPhone - MB
Marco Berna
À'' · Other
EmailPhone - JG
Jessica Gil
Administrative Assistant · Operations
EmailPhone
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Top roles at Vim Wealth Management
6 distinct titles indexed · top 6 shown.
- 2chief investment officer
- 1administrative assistant
- 1business development associate
- 1investigador y analista
- 1investment advisor assistant
- 1à''
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