Wishing a very Happy Birthday to Vincenzo Garganese, our founder and lead advisor at Vis Wealth Partners! 🎂 Vincenzo has spent years building a firm that not only meets but exceeds the financial needs of our clients. His dedication and hard work have been key to our success. 🎉Join us in celebrating the impact he has had in the world of Financial Planning. Here’s to many more years of success!
Vis Wealth Partners
Financial Services
Portland, Maine 41 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 Shervin Sadr – Domiciled State: MA; CA Insurance Lic# 4165064 Taylor Lank - Domiciled State: ME; CA Insurance Lic# 4314714
- 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
Get directions
254 Commercial St
Suite 245
Portland, Maine 04101, US
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Get directions
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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Today, our team had the privilege of volunteering with Maine Needs—a remarkable organization dedicated to supporting Maine families by meeting essential material needs. Just like in financial planning, where we help secure a stable future, Maine Needs ensures stability today by providing vital resources like clothing and hygiene products. We are proud to support their mission and contribute to the wellbeing of our community. #communityengagement #financialplanning #viswealthpartners
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Meet Jakobi, our intern from Portland High School! Graduating a year early with a passion for finance, Jakobi is set to begin his college journey in economics this fall. We're thrilled to have such an ambitious young mind join our team for a couple of weeks. Welcome aboard Jakobi! #internspotlight #viswealthpartners
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Happy National Pet Day from our team to yours! 🐾 At Vis Wealth Partners, we know that pets are part of the family and planning for their future is just as important as planning for ours. Let's celebrate the joy our pets bring into our lives every day. #NationalPetDay #FinancialPlanning #VisWealthPartners
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Master Your Retirement, One Term at a Time! In our Retirement Lingo Series, we're breaking down the jargon to help you confidently plan for your future. Stay tuned as we explore another key term, making retirement planning simpler and smarter for you. #RetirementLingo #FinancialEducation #VisWealthPartners #ROTH410k #401k CRN202703-6041188
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Maximize your savings and understand your taxes better! Check out this fantastic resource that answers seven of the most commonly asked tax questions, from understanding your tax bracket to the nuances of annuity distributions. This guide is an excellent tool for anyone looking to make informed investment decisions with an eye on tax implications. Although it's not our original content, we believe it's incredibly beneficial for our clients and followers. #viswealthpartners #FinancialPlanning #TaxAwareness
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Master Your Retirement, One Term at a Time! In our Retirement Lingo Series, we're breaking down the jargon to help you confidently plan for your future. Stay tuned as we explore another key term, making retirement planning simpler and smarter for you. #RetirementLingo #FinancialEducation #VisWealthPartners
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Welcome to our Retirement Lingo Series! Navigating the world of retirement planning can be complex, but we're here to make it easier for you! Each post in this series will breakdown a key term or concept in retirement planning. Whether you're just starting to think about retirement or looking to deepen your understanding, our series aims to educate and empower you. Stay tuned as we explore everything from 401(k)s to IRAs, Roth options, and beyond. Let's make retirement planning approachable and understandable, one term at a time. #RetirementLingo #FinancialEducation #VisWealthPartners CRN202703-6041188
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Teamwork makes the dream work! Yesterday our team traveled to the White Mountains in New Hampshire for our quarterly retreat. The day was focused on strategic planning, strengthening our bond, and mapping out a future in which our clients' financial well-being is enhanced. If you couldn’t tell, Tyler Lank had a great time! #TeamRetreat #VisWealthPartners #FinancialPlanning
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What an incredible experience! We were honored to attend the Maine Real Estate & Development Association (MEREDA) Real Estate and Development Association Annual Forecast Conference & Member Showcase yesterday. A fantastic gathering of Maine's real estate pros, packed with valuable insights and networking. Proud to have been part of it and excited for what's ahead! #MEREDA2024 #VisWealthPartners
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