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Mission Statement

We at Vigilant Wealth Partners, LLC commit energies, intellect, experience and knowledge to offer customer focused, comprehensive financial strategies. Through our personal financial simulation software*, clients begin to understand financial scenarios economically, and in doing so create well-diversified, educated, and informed financial decisions. We work with coachable individuals and business owners helping them align their values and finances. We strive to create long-term relationships, based on trust and understanding to create client confidence in today’s sophisticated financial environment.

*LEAP and Wealth in Motion are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML).  HTK is a wholly owned subsidiary of PML.  Trademarks belong to their respective owners.