Vincent LaPietra is the co-founder and Managing Partner of Sancus Wealth Management, LLC, a comprehensive financial planning firm with offices in Dallas, TX, and Weston, FL. With over 20 years of experience in the financial services industry, Vincent leverages his extensive background with leading financial institutions and his entrepreneurial ventures to provide strategic insights and expert guidance to high-net-worth clients.
Vincent's career began as a compliance analyst with Prudential Securities. After three years, he transitioned into the capital markets, serving as a market maker and trader for prominent investment banks in San Francisco, New York, and Dallas. Following a brief period as an entrepreneur, Vincent refocused on assisting individuals in navigating financial markets and securing long-term wealth for retirement. His expertise spans investment management, estate planning, and comprehensive financial planning.
In 2016, after five years with the Wealth Management Group at Merrill Lynch, Vincent and his business partner, Smitha Thomas, founded Sancus Wealth Management. Together, they share a commitment to delivering exceptional, personalized service, while upholding the values of integrity and transparency in all client interactions.
A graduate of Duke University, Vincent remains actively engaged with his alma mater by serving as an interviewer for prospective students. He also contributes to his community through his role on the Board of Directors of the Bit by Bit Medical Therapeutic Riding Center in Davie, FL.