Your journey forward is as unique as you are. It begins by making an honest assessment of where you are today, then confidently envisioning where you want to be tomorrow. Take a step forward with us today. At Viadoro Wealth and Philanthropic Strategies we know your crossroads.
We are devoted to uncovering all your financial possibilities and bringing them to life.
When experiencing sudden wealth through unexpected changes, we believe it takes a nurturing, consultative approach to allow you to be comfortable, courageous and confident with the plans and decisions we make together. We are committed to listening carefully and tailoring a plan that fits you, your family and your business so that all aspects of your life are aligned and you can truly be inspired to create the future you imagine and live the life you love.
Inspired and guided life and financial advice is an ongoing need, even more imperative when a sudden change finds you at a crossroad. We are committed to getting to know you, and the joys and challenges in your life. We hold your best interests at heart while we collaboratively help you arrive at the right decisions and solutions. We are devoted to asking the right questions, staying attuned to your needs, and tailoring solutions to you and that help you live the life you love.
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Significant wealth has the capacity to allow for the pursuit of your passions. It also brings with it certain complexities. We are committed to providing due diligence around your unique wealth management solutions including asset managers for retail clients, lending, insurance, estate planning stratiges and more.
We believe in taking care of our clients. By simplifying the many moving parts of a financial life and providing clarity around problem solving, we provide high touch service to you and your loved ones.
At Viadoro, giving back is at the core of who we are and we are as pleased to guide you in your own charity as we are to help you navigate the strategies that can maximize your gifts of money and time.
Paula Feinberg serves as a motivational speaker, sharing her insight, wisdom and perspectives on life and loss and the significant events and challenges we all encounter as we move through our individual journeys. She also specializes in Inclusion and Diversity program initiatives around wealth building. Contact Paula to schedule a presentation or talk for your group.
“Some people see things as they are and say ‘Why?’ I dream of things that never were and say ‘Why not?’” George Bernard Shaw
Viadoro Wealth and Philanthropic Strategies is pleased to offer an open architecture of solutions tailored to you. We offer a wide suite of services through Raymond James.
World Class institutional Portfolio and Investment Managers for Retail Clients
Personalized Financial Planning
Philanthropic and Estate Planning Solutions
Trust and Fiduciary Services
Concierge Level Service and Curated Advice Fee by Assets, Planning Project or Hourly
Referral and Loyalty Reward Program
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock
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