Vis Wealth Partners of Portland

Vis Wealth Partners of Portland is a financial planner in Portland, OR. The firm provides fee-based financial planning, retirement planning, wealth management, insurance consulting, estate planning, and business succession planning. It serves individuals, families, and businesses, acting as a single point of contact for clients by coordinating with brokers, lawyers, and insurance agents. The firm offers a secure, web-based client portal that provides 24/7 access to account information.

The business was launched in 2016 by Vincenzo Garganese, who serves as the owner and financial planner. Garganese established the firm with the goal of helping clients align their financial tools with their personal values and long-term goals. His background includes a career in the workforce and subsequent education in financial planning, which informed the firm's approach to providing guidance and innovative solutions for clients navigating complex financial landscapes. The firm emphasizes an unbiased, fee-based model designed to construct unique financial strategies for each client.

Vis Wealth Partners of Portland holds a rating of 4.90 based on customer reviews. This positive feedback reflects the reputation of the firm among its clients, who value the communication and guidance provided by the advisory team.

Services:

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