Vilga is based in New Jersey, and operates virtually serving clients nationwide. We do not meet with clients in person.
Take the first step.
Schedule a free intro conversation.
Use the calendar below to find a time for a 30 minute chat. We'd love to meet with you.
Have a question? Email Us.
Feel free to send us a message with any questions. We carefully read all messages and will get back to you as soon as we can.
What to Expect
You don't need to prepare anything, but here's what to expect:
We'll talk through everything on our mind.
We're open to hearing anything you're wondering about, and what motivated you to reach out.We'll listen carefully and give you our thoughts.
We'll give you a rough assessment of scope.
We'll assess your needs and assets, to be able to give you a sense of what we could do together.
We'll follow up with an agreement outlining the engagement and your fees.
If you want to move forward, we'll share a fee and agreement for your approval.
Book an introductory call to see whether we’re a good fit for your situation — 30 minutes, by video. From there, if it makes sense to keep going, we schedule a longer Discovery Meeting and walk through what onboarding looks like.
If both sides feel like it might be a fit, we schedule a longer Discovery Meeting. You send us a few documents ahead of time (tax return, rough account totals) and we have a deeper conversation. After that, we send a written engagement proposal with scope and fee. No decisions required until you're ready.
We don't have asset minimums. Our work is most valuable for families with complex financial pictures — typically $5M or more in investable assets, significant equity compensation, or coordinated cross-generational planning needs. But complexity matters more than size; let's talk and figure out whether we're the right firm for you.
We deliberately cap client count to protect service quality. When we reach capacity, we close to new clients. If that's the case when you reach out, we'll tell you honestly and, where appropriate, suggest other fee-only fiduciary firms we respect. We'd rather refer you well than take you on badly.