ABOUT
Vector Private Wealth Management is the private wealth management resource you’ve been looking for. Our low client-to-advisor ratio allows us to understand your family’s values and help you maximize your impact.
Our network of professionals is outfitted to assist senior tech executives, private equity leaders, and well capitalized families with maintaining wealth. Our team of advisors provide comprehensive financial planning, stock option consultation, tax reduction strategies, estate planning, life insurance, and retirement planning.
On a personal finance level, our tenured network will assist with navigating the intricacies of all things financial, from your employer 401(k), to your company stock planning, advanced tax reduction strategies, and wealth accumulation. Our capabilities also include design and management of executive benefits and institutional retirement plans for business owners and their companies.
Client Centric Approach
Each client benefits from access to asset managers, tax professionals, advanced planning specialists, and estate planners. Our team based approach enables our clients turn-key access to thought leaders, unique perspectives, and the expertise to effectively navigate the most complex financial challenges. Vector Private Wealth Management is committed to our client’s success, even when facing profound financial situations, by providing a pragmatic and thoughtful client-first approach and diligent stewardship.
Vector Private Wealth Management is the private wealth management resource you’ve been looking for. Our low client-to-advisor ratio allows us to understand your family’s values and help you maximize your impact.
Our network of professionals is outfitted to assist senior tech executives, private equity leaders and well capitalized families with maintaining wealth. Our team of experts provide comprehensive financial planning, stock option consultation, tax reduction strategies, estate planning, life insurance, and retirement planning.
On a personal finance level, our tenured network will assist with navigating the intricacies of all things financial, from your employer 401(k), to your company stock planning, advanced tax reduction strategies, and wealth accumulation. Our capabilities also include design and management of executive benefits and institutional retirement plans for business owners and their companies.
1 Financial Planning provided exclusively by licensed financial planning professionals.
2 Stock Option Plan advice provided exclusively by licensed CPA professionals or licensed series 7 professionals
Client Centric Approach
Each client benefits from receiving advice from asset managers, tax professionals, advanced planning specialists and estate planners. Our team based approach enables our clients turn-key access to thought leaders, unique perspectives and the expertise to effectively navigate the most complex financial challenges. Vector Capital Management is committed to our client’s success, even when facing profound financial situations, by providing a pragmatic and thoughtful client-first approach and diligent stewardship.
Founder
BENJAMIN ZIMBEL
CEO
Ben transitioned into financial services after beginning his career at a commercial real estate and capital management company based in Rockefeller Center, New York City. After gaining experience in the banking sector, Ben began building his practice at an independent planning firm in Boston. Originally from Connecticut, Ben now calls Boston his home where he is an active member of the Charles River Esplanade Association and works with other non-profit organizations. You can find Ben running trail and road races, powder skiing, or down on the Cape with friends and family on summer weekends.
Financial Planners
JOHN CONTE
CFP
For 17 years, John has been an advocate for young professionals and new families trying to navigate the landscape of personal finance. With over 1,000 hours of financial services education and four designations, including CERTIFIED FINANCIAL PLANNER™, John helps clients save money, based on their unique vision for the future. Whether you’re saving for a first home, retirement, or would simply like a system to make your money work harder, John will work with you to find the best strategies to fit your needs. John lives with his wife and children in Boston’s Metro West.
Founder
BENJAMIN ZIMBEL
CEO
Ben transitioned into financial services after beginning his career at a commercial real estate and capital management company based in Rockefeller Center, New York City. After gaining experience in the banking sector, Ben began building his practice at an independent planning firm in Boston. Originally from Connecticut, Ben now calls Boston his home where he is an active member of the Charles River Esplanade Association and works with other non-profit organizations. You can find Ben running trail and road races, powder skiing, or down on the Cape with friends and family on summer weekends.
Financial Planners
JOHN CONTE
CFP
For 17 years, John has been an advocate for young professionals and new families trying to navigate the landscape of personal finance. With over 1,000 hours of financial services education and four designations, including CERTIFIED FINANCIAL PLANNER™, John helps clients save money, based on their unique vision for the future. Whether you’re saving for a first home, retirement, or would simply like a system to make your money work harder, John will work with you to find the best strategies to fit your needs. John lives with his wife and children in Boston’s Metro West.
1Financial Planning provided only by an HTK Investment Advisor Representative.
2Stock Plan Services provided only by an HTK Series 7 Representative.
