Vivaldi Capital Management is a privately-owned wealth and investment management firm serving high-net-worth individuals, families, and institutions. Vivaldi provides integrated advisory services to address a full range of financial needs:
Our unwavering commitment to our clients is built into our key services:
WEALTH
MANAGEMENT
We focus on a holistic approach to managing wealth and understand that in the long run, what matters most to our clients is achieving their unique life and wealth goals.
INVESTMENT
RESEARCH
Vivaldi Investment Research serves as a resource to our Wealth Advisory team, as well as a select group of institutional clients and family offices.
RETIREMENT PLAN
SERVICES
Vivaldi Retirement Plan Services works with employers to select and implement the most appropriate 401(k) plan for their businesses.
Our firm was originally formed to manage the wealth of our clients, our partners and their families. To this day, our partners continue to be significant investors alongside our clients, with the overarching goal of preserving wealth through diversified strategies and in finding unique solutions for growth and income. We take great pride in providing the same wealth management advice to our clients, as we do for our own families.
As recognized by:
