Vigilance Wealth
Financial Advising
Why pick this one
Vigilance Wealth serves CRNAs exclusively with retirement, tax, and 1099 practice planning led by Jeremy Stanley, CFP®, EA, AIF®.
Best for
- Established CRNAs converting large 401(k) or 403(b) balances into retirement income
- 1099 CRNAs needing entity selection, quarterly tax planning, and self-employed retirement options
- CRNA families coordinating education funding and legacy planning
- CRNAs transitioning from W-2 employment to independent practice
- CRNAs seeking own-occupation disability and malpractice-related asset protection coordination
Look elsewhere if
- People seeking financial planning unrelated to the CRNA profession
- Clients needing a stated emergency or rapid-response financial service
Specialties
- CRNA retirement planning
- CRNA investment management
- CRNA tax planning
- 1099 independent CRNA practice planning
- Solo 401(k) and SEP IRA planning
- CRNA disability and asset protection coordination
- 1099 entity selection and formation
Certifications
- CFP®
- Enrolled Agent (EA)
- AIF®
- American Association of Nurse Anesthesiology (AANA)
- Private Advisor Group
What makes them different
- Financial planning firm focused exclusively on CRNAs and their families
- Advisors claim more than 100 years of combined experience serving CRNAs
- Jeremy Stanley has over 25 years of experience serving the CRNA community
- Jeremy Stanley is a CFP®, EA, and AIF®
- 1099 Transition Suite covers entity structure, tax compliance, retirement plans, disability protection, and practice optimization
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Cherry St, Winston-Salem, NC 27101-4016
- Phone
- +18009607224
- Website
- https://www.vigilancewealth.com/
- Hello@vigilancewealth.com
Services
- Retirement planning
- Investment management
- Tax planning
- Independent practice financial planning
- Ongoing financial plan reviews
- Corporate structure and tax engineering
- Risk mitigation