ABOUT

Vector Capital 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 trusted 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 and advice from 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.

Vector Capital 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.

Vector Capital Management is the financial resource you’ve been looking for. Our network of professionals is uniquely outfitted to assist with your investment accounts, financial planning, 1 estate and life insurance needs, tax management, stock option plans,2 and retirement. On a personal level, our network of experts will assist with navigating the intricacies of all things financial, from your 401(k), to your investment choices, taxes, and wealth accumulation strategies. Our network of financial professionals also design and manage institutional retirement plans for companies and business owners.


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.

Let’s Get Started

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