Chad Lackey

My name is Randall Avery, CFP®, CFA. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and small business owners like you. I specialize in helping clients: • Plan for retirement that perfectly fits their lifestyle • Strategically invest to minimize your tax burdens to provide more retirement income • Elevate your personal wealth while maintaining the growth of your business • Ensure a smooth transition as you move to the next phase of your life I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You're not just getting a financial expert; you're getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity. Read Randall's blog here: https://deasilwm.com/blog/

You've built something meaningful. Maybe it's a startup, a career in tech, a creative practice, or a business that finally found its footing. But with that growth comes complexity, and suddenly, your financial life doesn't feel like it's working for you. You're fielding K-1s, juggling RSUs, navigating AMT surprises, and wondering what to do with all these "opportunities" no one prepared you for. That's where I come in. I'm Mark Stancato, CFP®, EA, ECA, CRPS®, and founder of VIP Wealth Advisors. I work with people whose lives don't follow a straight line - tech professionals, business owners, executives, creatives. People with vision and drive but who don't have the time or desire to untangle spreadsheets, decode tax law, or second-guess every financial move. They want clarity. Confidence. A partner they can trust with the stuff that keeps them up at night. I didn't come from Wall Street. I came from the startup world, the stage, the grind of building something from nothing. I've bootstrapped businesses, advised founders through life-changing equity events, and helped creatives transform uncertain income into real wealth. I've been in rooms where ambition collides with identity, where money isn't just about numbers - it's about freedom, leverage, and making sure this all means something. That's the lens I bring to financial planning. At VIP Wealth Advisors, I combine deep tax expertise, thoughtful investment management, and white-glove service into one integrated experience. I file your returns, manage your assets, and help you make smart decisions with long-term impact. I'm not here to sell you products or overwhelm you with jargon. My purpose is to help you breathe easier, sleep better, and take action - knowing someone's watching the details. VIP stands for Very Intentional Planning, because that's what your life deserves. If you've outgrown generic advice and want a true partner who understands both the strategy and the story behind your success - we should talk. This isn't just planning. It's designing a life on your terms, with clarity and confidence at every step.

Our Services: *Fiduciary* Our client's interests come first 100% of the time *Retirement Income Planning* Providing customer solutions to fit your needs *Active Wealth Management* Strategic and tactical management of your portfolio *Insurance Analysis* Most insurance is sold, not bought. We help you understand the difference *Tax Planning* Long-term tax customization so you don't tip the IRS *Social Security Optimization* Understand your options to make the best decision *Risk Assessment* Determine how much risk to take to meet your goals