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Vines Capital Management 

Our Firm

Dedicated to combining the highest levels of integrity, research, and discipline

Vines Capital Management is a privately owned independent Investment Advisor specializing in customized investment portfolios and wealth planning solutions for high net worth families, individuals, and businesses. Vines Capital Management Combines independent asset management with a personalized planning approach.


Over three decades of managing traditional and alternative assets through various market cycles

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Crafting optimal investment solutions by effectively evaluating opportunities across various asset classes

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What can you expect from Vines Capital Management?


  • Clear and concise financial goals and objectives

  • A strategic plan to meet your targets

  • Understanding and minimization of your family’s complete financial risk exposure

  • Transparent fees: both tiered fee and flat fee structure with NO commissions

  • Timely advice on the tax, investment, and economic data that is meaningful to your personal situation

  • Coordination and recommendation of other experts such as insurance agents, attorneys, and CPAs to ensure a working relationship that holistically maximizes financial decisions

  • Ongoing active portfolio management and independent reporting

  • Mutual accountability to achieve your goals

  • Security and transparency



Download the Vines Capital Management Presentation to lean more about how we can help you develop a personalized strategy using investment solutions with continual oversight and accountability.