Updated:
VG Financial Consulting
VG Financial Consulting provides concierge financial planning services and focuses solely on financial planning rather than selling investment products.
Overview
VG Financial Consulting provides concierge financial planning services and focuses solely on financial planning rather than selling investment products. The firm offers comprehensive, custom planning with a specialty in executive compensation for employees of public and private companies, including stock options, restricted stock, and deferred compensation. It emphasizes thorough organization, comprehensive planning, and concierge-level implementation, with transparent fees and a long-term goals focus.
General information
Firm type
Multi Family Office
Location
City
Lafayette
Principals
Valerie Gospodarek
CFA
Valerie Gospodarek
CFA
Frequently asked questions
What investment stages does VG Financial Consulting target?
The firm pursues buyouts, growth equity, and venture capital investments across private markets, alongside real asset allocations. Stage preference favors middle-market companies with established revenue.
Does VG Financial Consulting participate in fund commitments or only direct deals?
The firm engages in both direct co-investments and fund commitments. Fund allocations are made to select GPs, while direct deals are pursued via co-investment structures alongside partner families.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research VG Financial Consulting in Altss
Explore available research and relationship coverage for this adviser in Altss.