About Us

VIE Wealth Management was founded with a clear purpose: to provide financial guidance that truly prioritizes clients. After years in the industry, Katie Cimonetti saw how traditional firms often left clients feeling underserved. She believed that an independent approach—one built on trust, transparency, and relentless advocacy—would better serve those seeking a more personalized wealth management experience.

The name VIE, meaning to compete eagerly, is more than a name—it’s a philosophy. It reflects the firm’s unwavering drive to advocate for clients, ensuring they feel informed, secure, and in control of their financial future. With a competitive spirit and a commitment to excellence, VIE Wealth Management delivers strategies designed to help clients prosper with confidence.

At VIE, relationships come first. By truly listening to each client’s unique aspirations, the firm crafts strategies tailored to their vision. Challenges are met with resilience, and every step of the journey is guided by clarity, open communication, and a dedication to long-term success. With VIE Wealth Management, clients gain not just financial guidance but a trusted partner who empowers them to take control of their future.