Nestor Vicknair is the founder and leader of VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. Our approach is rooted in portfolio management techniques used by large institutional investors, such as endowment funds and pension plans. Managing wealth, deploying investment capital and building diversified portfolios is very complicated today. Your relationship manager is there to reach out to you, to hear your questions and concerns, while our client associates stand ready to help you with all of your administrative needs.Ī Process of Disciplined Advice and Guidance You will work closely and intensively with your financial advisor as you develop a personal, customized wealth management strategy. The VMT way is to serve clients with a financial advisor, a relationship manager and at least one administrative associate. Several years ago, we realized that adding a third person would streamline communications. We use an integrated, "teamed" approach, with three professionals serving each client. It is typical practice in our industry for clients to be served by two people, a financial advisor and a client associate. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.Ĭommitted to an Excellent Client Experience Forbes is a trademark of Forbes Media LLC. For more information about the selection criteria, go to . Source: The Forbes “America’s Top Wealth Advisors” list, August 24, 2021. Our Financial Advisors have garnered a number of accolades including the following award won by Nestor Vicknair: Our network of Advisors, Relationship Managers, and Associates collaborate to serve as your “go-to resource,” whatever the financial issue or need. Clients work with us from cities and towns in diverse parts of the United States. We’re proud of the fact that we’re restless in our quest to help you, harnessing our team’s complementary skills and strengths. We have an instinct for solving problems, and look to continually refine and enhance what we do. In a financial world marked by change – in markets, regulations, opportunities, and challenges-we look to promote consistency, dispel confusion, and design a personalized path for each family. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. We’re resolutely focused on a client’s goals and continually strive to exceed expectations.
Speak to us for a few minutes, and you’ll notice something different.
We believe we foster a different kind of mindset – one wholly dedicated to advancing the best outcomes for the clients we serve.
At VMT Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service.
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