our services
Business services
Vine & Branch Capital helps executives and small business owners grow their corporate and personal net worth. Our services include managing concentrated positions, exercising and selling employee stock options, succession planning, estate planning, business transition strategies, and retirement plans such as 401(k)s, 403(b)s, defined benefit, and profit-sharing.
retirement planning
Our retirement planning strategies are designed to help you identify your specific retirement goals and then develop a comprehensive plan to achieve those goals. We’ll help you manage every aspect of your transition from working to retirement, such as balancing the need for predictable cash flow and your desire to leave a legacy.
Education Planning
We offer comprehensive analysis to help you estimate the costs of higher education and identify the most advantageous tax-optimized funding solutions. Whether it’s a 529 Plan, an Education IRA (Coverdell), a Custodial Account, or other sophisticated strategies, our expertise ensures your investments are maximized for your family’s educational goals.
Non-Profit Organizations
We are committed to empowering non-profit organizations to achieve their mission by offering specialized financial services that cater to the unique needs of charitable institutions. Our expertise spans a diverse range of non-profit entities, including educational organizations, religious groups, health and human service providers, family foundations, and donor-advised funds. Partner with us to ensure your financial strategies are optimized for your organization’s goals.
Estate planning
We can work with you and your other professional advisors to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors Financial Newtork does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Trust & Fidcuciary Services
We work with trust companies to help you use your wealth to support the people and causes you care about. Trust accounts can help you plan for changing needs, maximize what you leave to heirs or charitable causes, and minimize the effect of taxes.
Guiding Generations with Purpose and Clarity
At Vine & Branch Capital, we provide thoughtful, objective financial guidance to help individuals, families, and organizations navigate life’s financial milestones. Our commitment to integrity and personal service is the foundation of every relationship we build.