Discover 5 Tax-Saving Opportunities Before Dec 31, 2025
New Rules Under the One Big Beautiful Bill Act Could Affect Your Tax Picture
Inside this no-cost guide, you'll discover:
David Vigil, CFP®, CIMA®
Vigil Wealth Management
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Vigil Wealth Management, LLC (“Vigil Wealth” or the "Advisor") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vigil Wealth and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website, www.vigilwealthmanagement.com.
This content is intended to provide general information about Vigil Wealth. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy and our strategies and to be able to contact us for further information.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance, and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Past performance is no guarantee of future returns.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Additional Important Disclosures may be found in the Vigil Wealth Form ADV Part 2A. For a copy, please click here.
TIME-SENSITIVE
Don't miss out on your guide!
NO-COST GUIDE
We never spam. By clicking this button, you consent to be contacted by David Vigil, CFP®, CIMA® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.
We never spam. By clicking this button, you consent to be contacted by David Vigil, CFP®, CIMA® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.