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:
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.
Vivaldi Investment Research serves as a resource to our Wealth Advisory team, as well as a select group of institutional clients and family offices.
Vivaldi Retirement Plan Services works with employers to select and implement the most appropriate 401(k) plan for their businesses.