Vigilant Wealth Management, founded in 2002, is a private wealth management firm based in Portland, ME, with assets under management totaling $1.962 billion. Their team of 31 employees, holding 27 professional designations, serves a diverse clientele including entrepreneurs, multi-generational families, executives, retirees, individuals in transition, professionals, and real estate investors and developers.
Specializing in progressive investment and wealth planning solutions, Vigilant offers personalized wealth advisory services and portfolio management tailored to each client's unique needs. By limiting the number of clients they work with, they focus on understanding and addressing individual financial objectives, managing between $2 million and $50 million for typical family relationships.
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