Vigilant Capital Management

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Vigilant Wealth Management | Trusted Guidance ⚠️ JavaScript Required: Please enable JavaScript in your browser for the best experience. YOUR TRUSTED ADVISORY TEAM Helping you navigate your personal wealth journey. THE VIGILANT STORY At Vigilant Wealth Management, we focus on wealth planning and investment solutions tailored to meet the in-depth needs of each client. Since 2002, our team of experienced and highly educated professionals have guided our clients in managing their wealth to create a positive impact on their lives and the lives of future generations. Our mission — To provide a select group of high-net-worth clients with customized and proactive guidance that only comes from a trusted advisor. BY THE NUMBERS 2002 FOUNDING YEAR $3.77B ASSETS UNDER MANAGEMENT 30 NUMBER OF EMPLOYEES 22:1 CLIENT TO EMPLOYEE RATIO 32 AGGREGATE PROFESSIONAL DESIGNATIONS 35 NUMBER OF STATES SERVED Data as of 4/30/2026 WHY VIGILANT Our value proposition of limiting the number of clients with whom we work allows our team to devote the necessary time to understand the specific needs of each client. Learn More OUR APPROACH WEALTH ADVISORY At Vigilant, we provide our clients with objective, consultative advice, and comprehensive, personalized wealth-planning strategies. Our customized approach is critical. This enables us to manage our clients’ investment portfolios within the context of their entire balance sheet and personal circumstances. Read More PORTFOLIO MANAGEMENT We take a personalized

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