FAQs
How do you ensure the security of my financial information?
At Vested Client Services, LLC, we take the security and confidentiality of your financial data very seriously. We utilize state-of-the-art encryption technologies to protect your sensitive information and ensure secure transactions.
Why are the Family Office - Daily Money Management services by referral only?
At Vested, trust is everything — and our referral-only model helps us preserve the integrity, discretion, and personalized care our clients expect. Daily Money Management involves direct access to sensitive financial information and daily decision-making on behalf of our clients. By working exclusively with individuals referred through trusted advisors, existing clients, or professional partners, we ensure strong alignment, shared expectations, and a foundation of mutual trust from day one.
Who will I work with on your team?
It depends on the nature of your needs. Sarah leads our Daily Money Management (DMM) division and works closely with high-net-worth individuals, professional athletes, and families needing hands-on financial oversight. Brendan heads our Small Business Solutions division, supporting entrepreneurs with bookkeeping, financial reporting, and operational consulting. Based on your goals, you’ll be matched with the team member whose expertise aligns best — and in some cases, you may work with both for a fully integrated experience.
In what ways can Vested Client Services, LLC assist me in saving money?
At Vested Client Services, LLC, we offer personalized strategies and insights to help you optimize your spending, increase savings, and achieve your financial goals. Our team is dedicated to maximizing your financial efficiency and empowering you to make informed decisions.
How does onboarding work?
Our onboarding process is designed to be smooth and secure. Once services are agreed upon, we begin with a discovery call, gather your financial information, set up necessary platforms and approvals, and introduce you to the team members supporting your account. We coordinate directly with your CPA, attorney, or financial advisor when appropriate to ensure full alignment.