Empowering Financial Futures:
Discover Vis Wealth Partners, 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.
Our approach is personal, not standardized. At Vis Wealth Partners, we prioritize your unique goals. Our seasoned financial professionals actively listen to your needs before customizing solutions. Your existing financial plan serves as the canvas on which we paint tailored strategies.
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. CRN202712-7463592
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
Company Details
- Employees
- 3
- Founded
- -
- Address
- 254 Commercial St, Suite 245,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.viswealthpartners.com
- Keywords
- 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, Tax Planning.
- HQ
- Portland, Maine
Vis Wealth Partners Questions
Vis Wealth Partners's website is http://www.viswealthpartners.com
Vis Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/vis-wealth-partners
Vis Wealth Partners has
3 employees.
View email and phone details for 3
employees at Vis Wealth Partners.
Vis Wealth Partners's industry is
Financial Services
Vis Wealth Partners's top competitors are
Headinvest Llc,
Penobscot Financial Advisors,
Baystate Financial,
Uncommon Studios, Llc,
Golden Pond Wealth Management,
Garganese Financial Group,
Avant Financial Advisors,
One Circle Agency,
Pan Atlantic Research,
Media Loma.
Vis Wealth Partners's categories are Financial Services
Vis Wealth Partners's founding year is 2017
