VDB Wealth
Typically responds within 100 hours
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
1
VDB Wealth's Assets Under Management (AUM)
Under $25M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Savannah, Georgia
SUPPORT
Dedicated Staff
VDB Wealth
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.
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.
Clients who would be a good fit
First and foremost, we work with good people.
We work best with clients who value long-term thinking, thoughtful planning, and a relationship built on trust and collaboration.
We work best with clients who value long-term thinking, thoughtful planning, and a relationship built on trust and collaboration.
Clients who wouldNOTbe a good fit
VDB Wealth isn’t the right fit for everyone. If you’re looking for hot stock tips, frequent trading, or a one-size-fits-all solution, we’re probably not the firm for you.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$1,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Flat Fee/Retainer
$10,000
Meeting Options
In person meetings
Video meetings
Client Portal/Online Platform
Email
Phone
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