Steadfast loyalty to our clients.

We do not cut corners. We pursue excellence in every detail. We hold transparency as a core value. We listen to our clients and never lose sight of the ultimate standard for our success: your success.

We do not cut corners. We pursue excellence in every detail. We hold transparency as a core value. We listen to our clients and never lose sight of the ultimate standard for our success: your success.


Rigidities in investment options, strategies, and technology can cause premature obsolescence. Flexibility can be the most important determinant of a resilient wealth management approach.

A simple proposition: better quality at a lower cost. By leveraging the economies of flexible on-demand deployment within a deep network of resources and a disciplined focus on the client, we can offer a superior suite of services at a lower TCO relative to do-it-yourself or restrictive narrow-scope product. As a result, we deliver an ideal synthesis model: advanced wealth optimization at a lower cost.

Our model allows you to leverage the benefits of an exceptional strategy, by utilizing an open architecture of carefully selected industry leading products applied through consultation and tailored to your specific needs.

Our agglomeration of financial instruments and designs are sourced from vetted providers across an array of financial categories and niches.

Our extensive network becomes your resource. Benefit from our meticulously vetted family offices, estate attorneys, tax advisors, CPAs, and premier investment management platforms.

Use your resources, our resources, or third party resources – the choice is yours.

Vector invests in training and encourages exceptional performance among industry-leading teams while also delivering significant cost efficiencies to amplify your financial results.

Distraction breeds mediocrity. Our 24×7 teams serve one simple purpose: to keep you on target. They have no competing demands on time as is often the case with in-house environments.

Clients benefit from direct access to their team of professionals, so no waiting on hold or call centers, just quick responses.

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:

We are licensed to sell insurance products in the following jurisdictions:

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

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