Directories

Service Category

Financial Services

Business Description

At Vis Wealth Partners we: Empowering Financial Futures: Discover Vis Wealth Partners, your partner for financial success. We specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of financial services. Our Expertise: Navigate the intricacies of wealth with Vis Wealth Partners. We excel in crafting group and executive benefit plans, corporate-sponsored retirement solutions, as well as life, disability income, and long-term care insurance. Our strategies extend to estate and charitable planning, helping to ensure your financial security and legacy. Tailored for Your Success: Our approach is personal, not standardized. At Vis Wealth Partners, we prioritize your unique goals. Our seasoned financial experts actively listen to your needs before customizing solutions. Your existing financial plan serves as the canvas on which we paint tailored strategies, ensuring optimal results.

Family Business History

Vincenzo launched his Financial Planning Firm in 2017 motivated by the desire to help clients discover what’s important to them and match their needs with the right financial tools. From experience, He knows how hard the journey to success can be, and how much it helps to have guidance along the way. Vincenzo faced a lot of challenges growing up. When he left home, he went straight into the workforce, driving trucks cross-country for a living. But without a college degree, he ran into a lot of red tape, and it was hard for him to advance his career. He decided to put himself through school and find a way off the truck. As part of a school project, he wrote a business plan about being a financial planner. In the process, he realized this was a path that could help him have a meaningful impact on people’s lives. When he graduated, he approached Baystate Financial, and with a little bit of persistence, convinced them to support him in starting his own fee-based financial planning firm. In the years since, he's built a firm that helps the team give back to individuals and the community. The nontraditional path he took to success has taught him the importance of being open, warm and approachable when working with clients. When he is not at his desk, you’ll find him playing chess, behind the lens of a camera, or hiking with his family in the mountains of Maine and New Hampshire. When given the opportunity, he loves sharing the joy of nature with clients, as well. We are proud that Vis Wealth Partners has become a full-service agency supporting a growing staff and book of business. We look forward to helping you learn, grow and take control of your financial future.