Skip to main content

Live Life on your own terms.

Experience the ultimate freedom to live life on your own terms with VIV Wealth Partners

Our personalized financial strategies will help you achieve your goals and aspirations, giving you the flexibility and independence to design the lifestyle you've always dreamed of. In our 40-plus years of experience, we’ve learned no two clients are alike. Relationships are the foundation of all we do.

Let us guide you on your path to financial success, empowering you to make choices that align with your unique vision for your life.

Our Promise to You

You can count on us to guide you through every step of your comprehensive financial plan with personalized attention to every detail. As markets and goals change, we’ll evolve with you. Choosing VIV Wealth Partner CFP® professionals as your fiduciary is a risk-free decision because of the values we’ve made it our mission to uphold:

Integrity

Honesty is the best policy. We promise to always provide a true assessment of your financial picture and to act in your best interest.

Transparency

Being there for every step of your financial journey means making sure you have all the information you need to make the decisions that are right for you.

Thoughtfulness

We put care and consideration into every detail of your plan so that it works for your specific needs—because set-it-and-forget-it plans are far too common.

Accountability

As we evaluate the success of your financial plan, we know you’re evaluating us too. It’s our responsibility to earn your trust by pairing action with words.