VIP Wealth Advisors

VIP Wealth Advisors is a modern, boutique financial planning firm built for high-income individuals with complex financial lives. We work with tech professionals, startup founders, real estate investors, and business owners who want more than basic advice—they want a personal CFO. We offer flat-fee, fiduciary planning that integrates tax strategy, investment management, and big-picture decision-making under one roof. No product sales. No asset minimums. No layers of junior advisors. Just real expertise, delivered personally. Led by Mark Stancato, CFP®, EA, ECA, CRPS®—a seasoned advisor with 20+ years of experience—we specialize in navigating equity compensation, multi-state tax issues, real estate portfolios, and long-term wealth building with clarity and intention. We’re fully virtual and work with clients nationwide. If your finances are too complex—or too important—for a one-size-fits-all plan, we’re here to help.

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