VIM Wealth Management, LLC

VIM Wealth Management is a team-based investment adviser with four advisors managing roughly $31 million for a mix of individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charities, and qualified retirement plans. The firm provides discretionary investment management, ongoing financial planning and consulting, and qualified plan consulting services.

VIM builds custom portfolios using a proprietary strategic asset allocation process and applies macroeconomic, fundamental, quantitative, and technical analysis to monitor and rebalance accounts over time. In addition to percentage‑of‑AUM management, the firm offers negotiated planning engagements (including hourly and fixed arrangements) and an optional ongoing subscription service for continued financial planning, and it can access and manage held‑away employer retirement accounts through a third‑party technology provider.

What distinguishes VIM from many peers is its uncommon use of a subscription option for ongoing planning, its ability to manage held‑away retirement accounts via a third‑party platform, and a relatively broad toolkit that can include structured notes, private placements, margin, and, with client approval, short sales. Several advisers maintain active insurance licenses and the firm’s principal holds a real estate license for personal reasons; these outside activities are disclosed and managed as potential conflicts of interest before providing related services.