Wealth Management:

Building your wealth with purpose and delivering strong performance.

Our Wealth Management service delivers personalized strategies for growing, protecting, and preserving your wealth throughout every stage of life.

Following the merger between Vincit and Brazen Capital, we now offer a comprehensive and fully regulated investment advisory service through our investment arm, represented by Brazen, a Registered Investment Advisor (RIA) registered with the SEC under CRD# 300746.

This ensures you have access to:

  • Curated advisory, management, and analysis led by licensed professionals
  • Tailored investment strategies in full compliance with U.S. regulatory standards
  • Smart diversification focused on both performance and protection
  • Long-term planning for succession, tax efficiency, and liquidity

Your wealth deserves both purpose and performance — and we’re here to deliver both.

Investment Management with a Global Perspective and Exclusive Access:

  • Investments in the U.S. Traditional Market
    Access to stocks, ETFs, bonds, and balanced funds — professionally curated with a focus on security and long-term value.

  • Access to Exclusive Private Markets
    Opportunities in private equity, real estate, structured credit, and startup participation through SEC Reg D offerings.

  • Thoughtful, Diversified Asset Management
    Portfolio allocation based on performance, risk profile, and long-term objectives.

  • Integrated Wealth and Succession Planning
    Investment strategies aligned with your broader financial and estate plan.

  • Access to an Exclusive Management Platform
    An intuitive interface to view your portfolio, reports, and strategic decisions in real time.

At Vincit Financial, we believe financial planning is not a luxury it’s a necessity.

Our mission is to make access to sophisticated solutions possible for individuals and families striving for a more secure and prosperous future.

With ethics, innovation, and excellence at the core of everything we do, we’re here to be your partner in building a well-structured and successful financial journey.

Our Main Office Locations

California

2305 Historic Decatur Road
San Diego, CA 92106

Massachusets

160 School St.
Everett, MA 02149

Florida

7751 Kingspointe Pkwy – Suite 120
Orlando, FL 32819