Inside Vested

Vested Client Services was founded with a clear vision: to bring integrity, clarity, and connection back to financial management. What began as a small operation rooted in hands-on support has grown into a boutique financial concierge firm trusted by high-net-worth individuals, professional athletes, and business owners.

Led by Sarah Greene, a seasoned financial professional with nearly two decades of experience, Vested is known for its white-glove daily money management, personalized service, and unwavering commitment to partnership. For over a decade, we’ve helped clients simplify the complex, stay aligned with their goals, and focus on what matters most — while we manage the rest.