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Vigilant Wealth Management provides financial planning and investment advisory services.
Vigilant Wealth Management offers portfolio management, retirement and estate planning, tax strategies, and risk management to entrepreneurs, families, executives, retirees, and individuals. Founded in 2002 by Jeffrey F. Carlisle, Daniel M. Mulkern, and Scott D. Sorensen, it is based in Maine, US. HighTower Advisors invested in the company in May 2023.
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