VIP WEALTH ADVISORS

Overview

VIP Wealth Advisors is an independent registered investment adviser that works primarily with individual and family clients. The firm leans toward equity-centric portfolios, with a clear preference for exchange-traded securities and a practice of integrating ESG considerations into investment selection. As a capital allocator that also performs selection of other advisers, the firm blends direct management with access to third-party managers and external fund vehicles when a client’s plan calls for specialized exposure. Advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are non-transactional, relying on hourly and fixed-fee engagements rather than purely asset-based billing. The firm manages both discretionary mandates and a larger amount of non-discretionary assets, suggesting a hybrid model where clients retain final decision authority on a sizable portion of assets while delegating authority on others.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices