Our approach to wealth management is all about transparency, accountability, objectivity and taking ownership of your financial life. A clear and comprehensive wealth management plan helps you navigate a dynamic economy and create value across generations. Our plan charts the course to your financial destination. We account for all of your needs to create the map that will guide your journey.
VIE Invest has formed strategic alliances with some of the most respected, reliable, and secure firms in the marketplace with a similar degree of specialization and expertise in their respective fields. We utilize the combined expertise of our focused alliances to meet your specific and personalized objectives.

FINANCIAL & RETIREMENT PLANNING – Our financial and / or retirement plan evaluates your current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. We detail your current holdings, review your potential risks and liabilities with the objective of making your money work best for you and your goal(s).

INSURANCE PLANNING – Everyone’s insurance needs are different. This is why we carefully review and analyze what types of insurance is needed for the protection your assets and ability to create assets. The insurance comes down to only two categories: protection of assets or protection of one’s ability to produce assets.Life, Disability, Long-term care, health, annuities, etc. The best insurance planning can also complement an investment portfolio very efficiently.

ESTATE PLANNING – We anticipate and arrange for the disposal of an estate during a person’s life.Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses including inheritance, sale of business, etc.

LENDING – We provide a complete lineup of lending services through Wells Fargo/First Clearing and/or Pershing/Bank of New York Mellon.

✓ Mortgages

✓ Home equity line

✓ Commercial lending

✓ Asset backed lending with the investment account as collateral.

NUMISMATICS – We offer uncommon expertise in collection and investment in rare coins and precious metals for wholesale and retail both collectors and investors.Our services specialize in long term growth as rare coins are considered a generational investment vehicle.

✓ PCGS authorized dealer – Grading and certification of your holdings

✓ Valuations for your current holdings

✓ Auction representation and relationships with all the auction houses

✓ Acquisition and Liquidation of your rare coins portfolio

FINE ARTS & COLLECTIBLES – We offer rare specialty in arts for both collectors and investors.