our writing
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 inherit money, there’s a moment no one prepares you for. You’re grieving, and at the same time, you’re suddenly responsible for financial decisions that can’t be undone
In this video, I walk through the exact cash management framework I use with clients to make cash simple, stress-free, and tax-aware.
Donor Advised Funds (DAFs) are one of the most powerful — and misunderstood — tools for tax-efficient charitable giving. In this video, I break down exactly how donor advised funds work, why high-income earners and business owners use them, and how they can dramatically reduce your tax bill while supporting the causes you care about.
If you’re an S-Corp owner, choosing the right retirement plan can save you tens of thousands of dollars in taxes every single year. In this video, I break down the three most powerful retirement strategies available to business owners: the Solo 401(k), SEP IRA, and Cash Balance Plan.
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.
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.
Get the Resource
Designed for first-time homebuyers to evaluate readiness and make informed decisions.
Get the Resource
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