• 309 Morris Avenue, Suite F, Spring Lake, NJ 07762
  • (732) 359-8611
  • [email protected]
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Virgilio Wealth Management LLC

Virgilio Wealth Management LLC

Empowering Pharmaceutical Executives for Financial Success

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Virgilio Wealth Management, LLC. | Home | Virgilio Wealth Management LLC

Virgilio Wealth Management, LLC.

An independent firm focused on serving the needs of select clients within the pharmaceutical industry

Get In Touch

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Welcome to Virgilio Wealth Management, LLC.

We are an independent wealth management firm and a branch office of World Investments, Inc. Our office is located in Spring Lake, New Jersey.

Where You Are

We specialize in crafting financial strategies tailored to your unique goals.

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

Let's collaboratively craft a customized plan tailored to your unique goals.
Client Focused | Home | Virgilio Wealth Management LLC

Client Focused

As a fiduciary and independent firm, we offer a wide range of solutions and services that are best suited for our clients. We do not offer proprietary products. Our focus, for over ten years, has been serving the needs of clients within the pharmaceutical industry in New Jersey, New York and Florida. Our goal has always been to establish long-term relationships with a select client base. We work with dozens of pharmaceutical sales and marketing executives and often conduct planning meetings right in their respective geographic territories.

About Us

“In fact, what determines your wealth is not how much you make but how much you keep of what you make.”

— David Bach

Services

Retirement Planning

Education Planning

Investment Management

Tax Planning

Risk Management

Cash Flow Analysis

Portfolio Management

Portfolio Analysis

Our Services

Get in Touch

It’s never too early to start planning for retirement. Let’s collaboratively craft a customized plan tailored to your unique goals. Schedule a consultation call with us and take the essential first step towards organizing and securing a successful retirement in the future.

Contact Us(732) 359-8611

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Contact Info

  • (732) 359-8611
  • [email protected]
  • 309 Morris Avenue, Suite F, Spring Lake, NJ 07762
    • Mon-Fri: 9:00 am - 5:00 pm

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  • About Us
  • Services
  • Private Client Login
  • Contact Us

*Securities offered through: World Investments, Inc., a full-service broker-dealer and member of FINRA / SIPC.  The CRS for World Investments, Inc., can be found by clicking HERE.

*Investment Advisory Services offered through: World Advisory Services, an SEC Registered Investment Advisor.

*Michael Virgilio is a licensed representative and offers investment products and services in New Jersey, New York, and Florida.

*Check the background of this individual on FINRA’s BrokerCheck

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