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Videos & Resources
Need help? Check out the below resources to help on your financial journey.
Need help? Check out the below resources to help on your financial journey.
Providing the nuanced perspective that tends to be missing in wealth management.
If you’ve built a large position in your company stock, you’re probably wondering: How do I diversify without getting crushed by taxes?
Welcoming a new baby is one of the most meaningful (and financially important) moments in life. As both a wealth manager and a dad of two, I’m walking you through everything I recommend to new and expecting parents so you feel confident, prepared, and supported.
If you work in tech or at a high-growth startup, there’s a good chance a big part of your compensation isn’t your paycheck — it’s your equity.
Buying a home is one of the biggest financial decisions you’ll ever make — and it’s about more than just the mortgage. In this video, I walk through The Home Buying Checklist I use with clients at VDB Wealth to help families buy confidently, not emotionally.
Learn smart strategies to reduce your tax bill and keep more of what you’ve built. Tools and techniques to help business owners maximize their proceeds when selling.
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Designed for first-time homebuyers to evaluate readiness and make informed decisions.
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A comprehensive financial and life planning checklist to help new parents prepare for the birth of a child, covering everything from insurance and estate planning to childcare costs, tax strategy, and long-term family goals.
Get the ResourceWe work with a select group of clients to provide tailored, high-touch wealth management. Ready to see how we can help?
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.
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.
VDB Wealth LLC | (415) 209-5862 | contact@vdbwealth.com