Edward Vinette
Edward Vinette

With two decades of experience as a financial advisor, Ed Vinette, focuses on wealth management and retirement planning to assist companies and individuals with qualified retirement plans while providing individual wealth management planning. As an independent financial advisor, he is able to act in the best interest of his clients with objectivity and transparency as he pulls from a broad spectrum of investment opportunities to develop customized strategies for each client. Vinette brings to each client the flexibility of independent financial planning and the advanced resources and technologies available to him through his association with IHT Wealth Management and LPL Financial.

Vinette is a seasoned professional in the design, implementation, and administration of allocated and unallocated defined contribution plans and investment strategies with an eye towards long-term results to facilitate the pursuit of each clients retirement goals. In addition to consulting with companies, Vinette facilitates 401(k) enrollment meetings and frequently lectures on pension administration for continuing education classes for certified public accountants. An experienced professional expert in the retirement field having run his own third-party pension administration firm, Vinettes hallmark is knowledgeable, superior customer service.

 

Services

Corporate Retirement Plans

Corporate & Individual Financial Planning

Wealth Management

Insurance consulting

 

Experience/Qualifications

Securities licensed since 1998 currently holding the Series 7 and Series 63 through LPL Financial and the Series 65 through IHT Wealth Management

Owned a Third-Party Pension Administration Firm

Investment Advisor Representative for over 20 years currently an Investment Advisor Representative with IHT Wealth Management

Accredited Investment Fiduciary, AIF ®

Specialties: Qualified Retirement Plans & Financial Consulting

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.