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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: VIGILANT WEALTH MANAGEMENTCRD Number: 119642Annual Amendment All SectionsRev.
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How to fill out vigilant wealth management

01
Gather all your financial information, including assets, liabilities, income, expenses, and goals.
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Create a budget and analyze your spending habits to see where adjustments can be made.
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Establish short-term and long-term financial goals.
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Develop an investment plan based on your risk tolerance and financial objectives.
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Monitor your investments regularly and make adjustments as needed.
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Consult with a financial advisor or wealth manager for professional guidance.

Who needs vigilant wealth management?

01
Individuals who want to grow and protect their wealth.
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People who do not have the time or expertise to manage their finances effectively.
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Those who have complex financial situations and need personalized advice.
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Business owners and professionals looking to plan for retirement or other financial goals.
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Vigilant wealth management refers to a comprehensive approach in managing an individual's or an organization's financial resources, focusing on investment strategies, risk management, and financial planning to maximize wealth while minimizing potential risks.
Individuals or entities that manage significant financial assets or are subject to regulatory requirements regarding wealth reporting are typically required to file vigilant wealth management.
Filling out vigilant wealth management typically involves reporting detailed financial information, including assets, liabilities, income, and investment strategies, often requiring the assistance of financial advisors or using dedicated software platforms.
The purpose of vigilant wealth management is to ensure optimal growth of financial resources, maintain financial security, and comply with legal regulations while addressing the client’s specific financial goals and risk tolerance.
Information that must be reported includes total assets, sources of income, liabilities, investment accounts, property ownership, and any relevant financial transactions or strategies employed.
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