The Firm

Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002. In June 2023, Vigilant partnered with Hightower Advisors, LLC.  Hightower Advisors, LLC is an SEC registered investment adviser.  Securities offered through Hightower Securities, LLC.  Member FINRA/SIPC.

For additional information and disclosures please visit: https://vigilantwm.com/

Vigilant Wealth Management

Laura Daskoski

This department provides personalized financial advice and investment strategies to clients, focusing on wealth enhancement and preservation.

Wealth Management

This department focuses on building and maintaining strong relationships with clients to ensure their needs are met and satisfaction is achieved.

Client Relationship Management

This department oversees asset allocations and investment strategies to optimize portfolio performance.

Portfolio Management

This department manages and analyzes investment processes and data to ensure efficient operational performance.

Investment Operations

This department focuses on strategic decision-making and overall management of the organization.

Executive Leadership

This department is responsible for setting the strategic direction and vision of the organization.

Vigilant Wealth Management

Org chart

Teams

Wealth Management

Client Relationship Management

Portfolio Management

Investment Operations

Executive Leadership

Leadership

Offices

Vigilant Wealth Management

Org chart

Teams

Wealth Management

Client Relationship Management

Portfolio Management

Investment Operations

Executive Leadership

Leadership

Offices

Related companies