One team, one goal
Your advisor is your partner in every decision as you grow and preserve your family's wealth.

Get personalized financial planning and investment support from a dedicated advisor, backed by VNDIRECT's platform and planning tools.

A customized plan and diversified investments that meet your family's current needs and future goals.
Set the right savings targets and withdrawal plans — and pass on wealth to the next generation.
Strategies designed to manage risk while growing and protecting what you've built.
Personalized advice and dedicated attention — every step of the way.
Your advisor is your partner in every decision as you grow and preserve your family's wealth.

SSA, ISA and PM specialists matched to the way you invest.
Wealth management from 1% – 2.5% management fee, depending on the solution.
Track your investments in real time, all in one place on VNDIRECT's platforms.
Share your financial situation, needs and goals, and confirm the right advisor fit.
Review your current portfolio and where it could improve.
Get a strategy built around your household's goals, then track progress.
Ongoing meetings with your advisor plus timely market analysis.
Yearly strategy and performance evaluations that adapt as your needs change.
Book a complimentary consultation with our team to talk through your options.
You work with a dedicated advisor who builds and monitors a plan for you, instead of managing every decision on your own.
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