Private wealth agglomeration, reimagined and evolved

Client Focused

Custom Solutions

Our mission is to align industry-leading capital infrastructure, financial acumen, legal personnel, and operations protocols toward the single obsessive purpose of sustaining wealth for our clients. Let us introduce you to the power of our offering…

At Vector Capital Management we believe in uniting wealth accumulation and tax strategies. By harmonizing our network of tax leaders and innovators, with bespoke wealth accumulation strategies our clients can benefit from an  integrated private wealth management experience.

Take control of your financial planning with

5 simple steps

STEP 1

Discovery

A plan is only as good as its inputs. Our professionals take the time to understand your values, goals, and the impact you and your family want to make. We conduct a deep analysis of your financial assets and information.

STEP 2

Alignment

We share the results of our team’s findings with you, taking care to ensure we are on the same page. We focus on synchronizing your tax efficiency and wealth building strategies.

STEP 3

Strategic Plan Design

Outline tax reduction opportunities and provide consultation for effecting tax and investment strategies tailored to your family. We leverage a deep understanding of tax architecture, as well as our network of tenured advisors, to deliver elegant tax and wealth strategies backed by historical insights, and quantified benefits.

STEP 4

Implementation

A plan can only work when it is followed. Our team will collaborate and work closely with you to carry out and effect your planning, uniting trusted legal and tax advisors.

STEP 5

Stewardship and Service

We monitor your assets, and track your investments to ensure your chosen strategies are performing as expected by holding quarterly reviews. We will continue to make adjustments as your wealth advances, while your goals and objectives evolve.

Let’s Get Started

Financial Planning provided exclusively by licensed financial planning professionals. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. 

Site Disclosures

Vector Capital Management (VCM), is located in Boston. VCM and its representatives are in compliance with the current filing requirements imposed by those jurisdictions in which VCM maintains clients. VCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VCM’s web site is limited to the dissemination of general information pertaining to its consulting services, together with access to additional product related information, publications, and links. Accordingly, the publication of VCM’s web site on the Internet should not be construed by any consumer and/or prospective client as VCM’s solicitation to effect, or attempt to effect transactions in any product, or the rendering of personalized product advice for compensation, over the Internet. Any subsequent, direct communication by VCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VCM, please contact the state governing bodies for those states in which VCM maintains a license. VCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to VCM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Neither Vector Capital Management nor its representatives provide tax or legal advice or services. Clients should consult their qualified legal, tax and accounting advisors as appropriate. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Vector Capital Management is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

With over 17 years of combined experience and education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with bespoke solutions for your unique situation.

We are registered to offer securities in the following jurisdictions:
MA, CA, CO, CT, IL, NY, ID, DC, GA, MO, NM, OR, PA

We are licensed to sell insurance products in the following jurisdictions:
CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, NJ, NV, NY, OR, PA, VT, WA

Benjamin Zimbel, domiciled in MA; California Insurance Lic. #0M92568

Curtis Rafter, domiciled in MA; California Insurance Lic. #4214598