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Each of us has our own definition. It might be your dream home, the vacation you've always wanted, retiring early, building the business you are passionate about or providing education for your children.
The Vicic Wealth Management Team is a multi-generational group of Educated, Experienced, Energetic and Committed individuals with over 90 years of combined financial experience. We work with a team of highly skilled professionals focused on tax planning, comprehensive financial planning, risk and estate planning, business planning and banking.
We work together with one goal: to help you achieve success - however you define it.
Our clients have intricate financial situations that require expert guidance delivered in a coordinated fashion. Our clients include successful professionals, executives, business owners and retirees.
Senior Portfolio Manager & Wealth Advisor
The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals...