Integrated Wealth Management for the Driven

Building, Managing and Reinvesting Wealth

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We apply our experience in multiple business sectors to integrate smart custom solutions to fit our clients needs.

Guiding entrepreneurs, business owners and families through a distinct financial lifestyle.

We help our clients distill the issues they are up against and make sure they are asking the right questions. Many of our clients face transitions, often involving a liquidity event. We do more than help them monetize the opportunity, we help them address their changing priorities to transform smoothly, and confidently, into the next phase of their lives.

We realize certain assets have distinct characteristics and need customized solutions. As a result, we have built expertise across multiple business sectors. This knowledge gives us tremendous insight into the challenges and expectations across industries – from Energy and Real Estate to Technology and Consumer Products.

Vaquero Private Wealth delivers this type of added value.  We are a team you can trust to be an advocate for your family and work hard on your behalf.  Whether you run a business, a division, a family office or just need a dedicated team to manage your assets, we invite you to speak with us.  You will quickly see that we understand you, your challenges, and your mindset.
Our Firm

Independent & Comprehensive

Vaquero Private Wealth is an independent wealth advisory firm working with families and individuals to help them simplify the management of their wealth.  Our clients include executives, business owners, entrepreneurs and family offices.

Offering comprehensive investment management services, we apply our experience in multiple business sectors to integrate well-planned and highly customized solutions to fit our clients needs.
Our Values

Our values are founded in our fiduciary commitment.

  • We build longstanding relationships founded in trust and our fiduciary commitment, which lead to a cycle of expanding opportunity.
  • We are entrepreneurial minded. Vaquero is an entrepreneurial venture  reflecting our independent and growth-minded approach to business.
  • We simplify. We want to remove the complexity of our clients financial lives. We identify how best to manage their capital through well-planned and highly customized solutions.
  • We listen to our clients wants and needs. We utilize our experience to fully understand the emotional and practical sides of challenges they face and objectives they hope to achieve.
Our Difference

Vaquero’s wealth management strategy combines customized investment management, and family-office level personal service.

  • Value-added wealth advisory solutions supported by the intellectual capital and depth of our team.
  • Vaquero provides in-depth knowledge gained from a combined 85 years of experience in the industry.
  • Customized investment opportunities that encompass short and long term objectives.
  • We are your fiduciary and advocate. We employ our expertise in handling financial, investment and business issues.
  • We are independant. Free of the constraints of corporate ownership. We are empowered to leverage, on our clients’ behalf,  best-in-class support from industry leaders and experts.
  • We offer private wealth services and corporate wealth services, navigating the intersection of personal and professional wealth with expertise.
Our Services

We understand, you face unique challenges.

Whether you are managing your investment portfolio, establishing a family trust, or raising capital for your next venture, we understand you face unique challenges.

We work with each client individually to customize a plan to align both their short-term needs and long-range objectives.
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Estate and Succession Planning
  • Monetization Strategies
  • Investment Management
  • Wealth Transfer
  • Proprietary Investment Opportunities
  • Risk Management and Hedging Strategies
  • Raising Capital and Private Deal Sourcing
  • Concentrated Stock Solutions
Get started with Vaquero Private Wealth

Experience. Insight. Expertise.

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The Advisor