VDB Wealth
A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.
VDB Wealth · Savannah, Georgia
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About
We provide boutique, high-touch wealth management designed specifically for entrepreneurs and business owners.
We act as your dedicated partner across investment management, tax strategy, estate planning, and long-term financial planning.
Wealth management has always fascinated me. Not just as a way to invest, but as a way to bring clarity and confidence to people’s lives. When I was 15, I lost my father to cancer. In those final months, my parents worked closely with a financial advisor to organize our family's affairs. That planning gave us stability during a deeply uncertain time.
After a career in institutional finance, private equity, and entrepreneurship, I founded VDB Wealth to bring that same level of foresight and care to others. My mission is to help a small group of families build financial lives that support their ambitions and protect what matters most.
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Pre-retirees
- Early-career professionals
- Multi-generational families
- HENRY (high earner, not rich yet)
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Wealth Management
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- Family Office Services
- Portfolio Management
- Family Wealth Transfer
Structured record
| Name | VDB Wealth |
|---|---|
| Firm | VDB Wealth |
| Location | Savannah, Georgia |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFA |
| Investment approach | Blend of both · Passive management |
| Website | vdbwealth.com |
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Specialties
- Crypto & digital assets
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation