Vis Wealth Partners of South Portland

Vis Wealth Partners of South Portland is a wealth management firm in South Portland, Maine. The firm provides financial planning, retirement planning, wealth management, insurance consulting, estate planning, and business succession planning for individuals, families, and businesses. They serve the broader Portland area with a highly-rated service, maintaining a 4.90 rating.

The firm utilizes an unbiased, fee-based approach to create customized financial blueprints aligned with long-term goals. Acting as a single point of contact for various financial needs, the team works alongside brokers, lawyers, and agents to assist clients. Their services include tax strategies and the implementation of diversified strategies to achieve both short-term and long-term objectives. Clients can also utilize a secure, user-friendly online portal for 24/7 access to their accounts. Founded in 2016, the firm is led by owner Vincenzo Garganese, who brings a perspective shaped by a non-traditional career path and a dedication to helping clients find the right financial tools for their specific needs.

Located on Commercial Street, the office is situated near the Old Port and Union Wharf. It is a short walk from Portland Square Park and the John Ford Statue.

Vis Wealth Partners is known for its knowledgeable staff of problem solvers and its ability to navigate complex financial landscapes to find innovative solutions. The firm's reputation is built on providing competent guidance and a deeply personal level of care that helps clients achieve peace of mind regarding their financial security.

Vis Wealth Partners provides dedicated financial guidance and personalized planning for the South Portland community.

Services:

• Estate Planning
• Fee-Based Financial Planning
• Insurance Consulting
• Retirement Planning
• Wealth Management