Vivaldi Capital Management is a privately-owned wealth and investment management firm based in Mill Valley, CA. They provide integrated advisory services to high-net-worth individuals, families, and institutions, focusing on a holistic approach to managing wealth and helping clients achieve their unique life and wealth goals. With a commitment to preserving wealth through diversified strategies and finding unique solutions for growth and income, Vivaldi Capital Management takes pride in providing the same level of wealth management advice to their clients as they do for their own families.
Offering services such as wealth management, investment research, and retirement plan services, Vivaldi Capital Management aims to address a full range of financial needs. Their team of experts, including Wealth Advisors and Investment Research professionals, work closely with clients to develop personalized investment plans and strategies. With a strong emphasis on wealth preservation and growth, Vivaldi Capital Management is dedicated to helping clients achieve their financial goals.
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