how we're different

How We Compare to Other Wealth Management Firms

Not all wealth management firms are created equal. Here’s what makes our boutique approach unique.

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how we're different

A Clear Difference: How We Stand Out

See how VDB Wealth’s personalized, high-touch approach compares to traditional wealth management firms and mass-market advisors.

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Banks & Brokers
Multi-Family Offices
Large RIA's
VDB Wealth logo
Client Experience
Advisor working with 100-1000+ clients
High-touch (if you have $100m+)
Personalized, but stretched thin
Concierge-level service, small client base
Investment Approach
Stock Picking
Bespoke, but complex
Cookie-cutter. Lack customization
Custom goals-based approach
Fees & Transparency
Transactional & Non-Fiduciary
High-fee investments
Transparent fees
Transparent fees & low-cost investment options
Focus & Expertise
Investing focused. Not Holistic
Holisitc support with focus on private investments & estates
Investing Focused
Holistic support across investing, financial planning, tax, and estate
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how we're different

Is VDB Wealth the Right Fit for You?

Our boutique approach isn’t for everyone. We focus on building long-term, high-touch relationships with clients who align with our philosophy.

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Who We're For

You're looking for personalized wealth management strategies for the next 10+ years.
You're a business owner requiring expert guidance on liquidity events, succession planning, and wealth diversification.
You're aiming to create long-term strategies that ensure seamless wealth transition and uphold family values for future generations.
You want tax-efficient investment solutions tailored to your specific investment goals.

Who We're Not For

You want a one-size-fits-all solution that is cookie cutter.
You want high-risk, speculative investments with short-term payoffs.
You prefer a transactional relationship over a holistic approach to wealth management.

Experience the Difference of Personalized Wealth Management

If our boutique, high-touch approach aligns with your financial goals, let’s start a conversation about how we can help.

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Meet Your Trusted Financial Partner Today

Let’s Start the Conversation About Your Financial Future

Our personalized process ensures you receive expert financial guidance tailored to your unique goals. Get in touch in the way that works best for you—fill out the contact form, send us an email, or schedule a call. However you choose to reach out, we’re here to help you build, grow, and protect your wealth.

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VDB Wealth LLC is a registered investment adviser located in the State of Georgia. Registration as an investment adviser does not imply a certain level of skill or training.

The information on this website is for informational purposes only and does not constitute investment, legal, tax, or financial advice. Nothing on this site should be interpreted as a solicitation, offer, or recommendation to buy or sell any securities or investment products. All investments involve risks, including the potential loss of principal.

VDB Wealth LLC provides investment advisory services only to residents of states where it is properly registered or exempt from registration. Past performance is not a guarantee of future results.

Form ADV Part 2A

VDB Wealth LLC | (415) 209-5862‬ | contact@vdbwealth.com