Mark Stancato (BS, CFP®, CRPS, EA, ECA)
Mark Stancato focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Alternative or Private Investments
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
We specialize in solving complex planning challenges for: Tech Professionals & Founders — including stock options (ISOs, NSOs), RSUs, tender offers, IPO planning, and multi-year tax strategy around equity comp Real Estate Investors — including rental property optimization, passive activity loss planning, cost segregation, 1031 exchanges, and entity structuring High-Income Households — who want to reduce tax drag, maximize deductions, and implement forward-looking planning for retirement, education, and legacy Entrepreneurs & Business Owners — with closely held businesses needing tax-smart cash flow planning, S corp strategies, and retirement plan design Multi-State & Multi-Source Earners — dealing with remote work, relocation, K-1 income, AMT, or self-employment complexities Individuals Seeking Tax-Integrated Planning — where financial planning and tax filing happen under one roof, not in silos If your life doesn’t fit neatly in a spreadsheet, we’re built for you.Additional Information
At VIP Wealth Advisors, we help high-income households make informed decisions about taxes, equity compensation, and long-term wealth management. If you're juggling multiple income streams, stock options, RSUs, rental properties, or business ownership, you need more than generic advice—you need integrated, high-stakes financial planning. We’re a boutique, fee-only firm built for tech professionals, founders, and real estate investors who want clarity, strategy, and accountability—not product sales or handoffs. Led by a CFP® and IRS Enrolled Agent with over 20 years of experience, we specialize in navigating the messiness of real life: stock option exercises, phantom income, capital gains timing, multi-state tax planning, AMT traps, Roth conversions, and how to actually use your wealth in a way that aligns with your values. Our approach is modern, virtual, and highly personal. No asset minimums. No templates. Just thoughtful planning and candid conversations designed to move the needle.NAPFA Start Date
June 06, 2025
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