VIP Bespoke Retirement Next Level Strategies for Complex Wealth

Does Any of This Resonate with You?

Do you reside in or earn income across multiple states or countries?
Are your assets spread across real estate, IRAs, trusts, business interests, and investment accounts?
Are you nearing retirement and want a clear, tax-efficient strategy — not just projections?
Do you want proactive tax planning, not just tax reporting?
Are you preparing to sell a business, real estate, or a concentrated stock position?
Do you want to support aging parents, a loved one with special needs, or future generations - without creating complexity?
Are you part of a same-sex couple and concerned about how future legislation could impact your financial and estate plans?
Do you already have a financial advisor — but feel this stage of life requires deeper strategy?
Do you wonder if everything you’ve built is really working together — or just sitting in different accounts?

These are the kinds of questions and concerns our clients bring to us.
If your current advisor can’t answer them with clarity and confidence — we can.

That’s next-level strategic thinking for complex wealth.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

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Mark Vivian, CFP^®, AAMS^®, RICP^®, ADPA

Founder
Principal
President, Vivian Investment Partners LLC
Financial Advisor, RJFS

Annette Vivian

FCCA, Chartered Certified Accountant
COO, Vivian Investment Partners LLC
Branch Professional, RJFS

Samantha Straub

Senior Registered Virtual Branch Professional

Murphy Bradshaw, CFP^®, CHFC^®, CLU^®, CPWA^®

Wealth Consultant

Cinnamon Chaney

Vice President, Banking Consultant

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

We See Strategy Where Others See a Checklist

At our practice, we take a comprehensive view of your financial life.

We look at your entire financial life — assets, timing, taxes, people — and build a strategy that works in the real world, in real time. Because when you have complex wealth, templated advice just isn’t enough.

With over 25 years of experience, founder Mark Vivian has guided individuals and families through life’s most pivotal financial decisions — always with custom strategy and your goals in mind, not just spreadsheets or templated advice.

We don’t just open doors.We help you decide which ones are worth walking through — and when.

An elevated advisory experience

What a V.I.P. Experience Really Means

At VIP Bespoke Retirement, we don’t do cookie-cutter plans or sales pitches. We take the time to understand your life, your goals, and all the moving parts — then build a strategy that brings it all together. It’s not about flash or fluff. It’s about clarity, confidence, and finally feeling like someone gets it. That’s what a real V.I.P. experience feels like.

With You At EVERY STEP

As you approach or live in retirement, it’s important to have clear answers to questions like:

Are we doing this right?
Who’s coordinating all of this?
Are we paying more tax than we need to?
What happens if something changes?

We help bring clarity and coordination to these decisions—so you can move forward with greater understanding and a sense of direction.

Two persons on the beach looking at a map.

Every Family Is Unique

Some of our clients are single, some partnered.
Some have children or grandchildren — others don’t.
Some are fully retired, others are easing into it — or not planning to stop anytime soon.

Whatever your life looks like, we help you make smart financial decisions that support it.
No assumptions. No templates. Just strategy that fits you.