Vivaldi Capital Management LLC

Join Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik, and PBG Principal & Tax Professional, Dean Pearson, as they discuss tax strategies to consider when looking to maximize business enterprise value or undergoing a personal residency change.
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Congrats to Asha Tangri Goldstein, CFP®, Partner and Wealth Advisor for being named to Forbes Magazine's 2023 List of Top Women Wealth Advisor's Best-In-State! Click below to read more about her accomplishment.

2023 List of Top Women Wealth Advisors Best-In-State Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm, is excited to announce that Asha Tangri...