Experience Makes all the difference
The Vigi Wasserbaech Group is a preeminent Private Wealth Management group with over 70 years of collective experience in providing financial solutions along with the highest level of service to help our clients achieve their wealth and life goals. Each member brings individual expertise guided by the same principles; integrity, compassion and our personal commitment to your long term financial success through unparalleled service. We consistently serve our clients by delivering customized solutions and premier client service for their wealth management needs.
Client relationships start with a disciplined investment management process and comprehensive planning.
Advice and service is based on an intimate, trusting relationship centered on an understanding of each client's vision and priorities, including their family, legacy, philanthropic interests and other life goals.
With exclusive entrée to the UBS Family Office Solutions Group (FOSG), we are able to effectively leverage an elite team of professionals offering expertise to lead, support and partner with your family. Through their access to the finest experts in the firm, the FOSG provides services in virtually every aspect of your life; Portfolio advisory (asset allocation, portfolio construction and implementation and risk management), Advanced planning (trust, estate, tax, charitable giving and business succession), Family advisory, governance and philanthropic services, Family office services, Income tax strategies, Corporate finance, Tailored lending, Structured investment solutions, Alternative and direct investments. Our partnership can connect you to an exclusive network of families, entrepreneurs, and thought leaders, and provide access to exclusive events.
Driven by the goal of protecting and maximizing client's personal net worth, Jon Vigi and the team utilize their considerable breadth of experience and knowledge of wealth management, combined with the capabilities of our firm's specialists and client's personal advisors to develop customized investment solutions that address clients' most personal and complex financial ambitions and aspirations.
It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you.
With a personal commitment to each client's long term financial success, our careful consideration of risk, cash flow requirements and income needs informs unique solutions designed to enable clients to both fulfill their wealth and life goals today while ensuring their legacy for their loved ones in future generations.
- Tailor a Comprehensive Service Plan
- Unique plan centered around you and your family
- Estate review
- In partnership with Ann Bjerke, Executive Director, Head of Advanced Planning
- Comprehensive asset review
- In partnership with Matthew Morris, Director, UNHW Portfolio Strategist
- Determine your aspirations
- Understand family dynamics and their effects
- Generational education
- Cash flow and budgeting
- Banking services including cash management, lending, credit, online banking
Our personal success is predicated on the degree to which we can enhance the personal and financial lives of each client and their family with a commitment to providing the highest level of client service.