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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm Saturday 7am - 6pm

Vigil Wealth Management

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United States
Ponte Vedra Beach, FL
Vigil Wealth Management

David Vigil Financial Advisor & Managing Director of Vigil Wealth Management in Ponte Vedra Beach

07/07/2026

It's a common belief that big names are top performers, but often, lesser-known businesses excel without the spotlight. I've made a visual breakdown highlighting how these overlooked companies are impressively standing out, which might surprise you.

Which "boring" business tops the charts?

07/02/2026

4 Financial Mistakes to Avoid this Spring

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.

06/25/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

06/24/2026

Estate planning isn't just about quick fixes. Adding someone to a deed might bypass probate but can lead to significant tax issues. Without a step-up in basis, heirs may face a larger capital gains tax on appreciated property.

Intentions are great. Outcomes matter. Here's what to know.

06/17/2026

Retirement account choices impact taxes, trust decisions affect capital gains, and beneficiary selections influence income tax. Estate planning isn't about one move. It's about understanding how decisions connect to ensure an efficient financial picture.

Adding a child to the deed? Read this.

06/10/2026

Signing trust documents may feel like the end, but it's often just the start. Without placing the house deed and financial accounts into the trust, the plan might not avoid probate or work as intended. Estate planning succeeds when every detail is carefully executed.

It's a system that needs to connect.

06/04/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

06/03/2026

Review your retirement account beneficiaries to ensure your estate plan is current. Outdated forms can override your will, causing confusion for loved ones. A small oversight now may lead to major issues later.

A forgotten form can override your will.

05/28/2026

Longevity in Retirement & What You Should Know

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore ...

05/26/2026

Compounding does not require perfect conditions to work. It only needs time and consistency. A look at one hundred dollars invested in 1928 highlights how different paths evolved. Learn more and take a look.

See what a century of investing history shows.

Address

822 A1A North Suite 102
Ponte Vedra Beach, FL
32082

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm
Saturday	7am - 6pm

Website

http://www.vigilwealthmanagement.com/

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