About Us

Vincent Asset Management and Vincent Private Wealth offer innovative wealth management services to a wide array of individual investors, institutions, and financial professionals. The Company’s modern-day approach consists of creating diverse and resilient multi-asset structures, which aim to limit correlation between asset classes, thus maximizing potential gains while reducing unnecessary exposure to risk.

Mission, Values & Vision

Our mission is to create a memorable experience that has a life-changing impact for each and every client. Our unmatched dedication to providing powerful results, financial security, and peace of mind is at the core of our very existence. We hear your concerns because we sincerely listen. Many times people don’t know what they need until we show them what they can do. Imagine if your investment and retirement planning could actually be inspirational and stress-free. We believe our purpose and objective is to empower you with advanced wealth management. Our vision remains people-centered and seamlessly integrates time-tested, winning strategies with value-added services by capitalizing on our diverse knowledge and previous success. The firm’s financial services encompass substantially all types of growth, protection, and income vehicles. Our client-focused structure allows for transparent, unbiased planning that our competitors simply aren’t able to create or achieve.

Mission, Values & Vision

Our mission is to create a memorable experience that has a life-changing impact for each and every client. Our unmatched dedication to providing powerful results, financial security, and peace of mind is at the core of our very existence. We hear your concerns because we sincerely listen. Many times people don’t know what they need until we show them what they can do. Imagine if your investment and retirement planning could actually be inspirational and stress-free. We believe our purpose and objective is to empower you with our passion for advanced wealth management. Our vision remains people-centered and seamlessly integrates time-tested, winning strategies with value-added services by capitalizing on our diverse knowledge and previous success. The firm’s financial services encompass substantially all types of growth, protection, and income vehicles. Our client-focused structure allows for transparent, unbiased planning that our competitors simply aren’t able to create or achieve.

Our Core Principles

We are laser focused on “Modern-day” asset and wealth management. In our opinion there is a major difference between pre and post-millennium investing. Just like in every other industry, the financials industry is constantly evolving and improving. Investment vehicles change, protection vehicles change, and income vehicles change, It’s important to understand that and go through the education process. We pride ourselves on being innovative and here are a few of the key points we believe set us distinctly apart from other firms.

  • Preventative Wealth Care™: Reduce or eliminate risk of loss.
  • Lifetime & Intergenerational Income: Foundation of retirement.
  • Non-correlated Diversification: Investments that move independently.
  • Absolute Return Strategies: Markets move up, down, and sideways.
  • Tax Management: Investments and strategies with tax advantages.
  • Experienced Team of Professionals: Specialists in every key area.

“Strategic risk reduction drives returns up, it doesn’t drag them down. We believe that has been the key to our investment success over the years.”                                                                       – Dale Creed Francis, Co-founder & Managing Partner

Our Team

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Our experienced team of talented professionals has decades of unique experience in Equities, Real Estate, Principal Protected Strategies, Intergenerational Income Strategies, Fixed Income Strategies, Managed Accounts, Tactical Investment Strategies, Hybrid Annuities, Commodities, ALTs, Insurance Wrappers, Social Security Maximization, Hybrid S-D IRAs, Inheritance Counseling, Estate & Legacy Planning. We utilize both proprietary and third-party research & analytical tools, as well as deep market knowledge, to identify opportunities to capitalize on.

Our Team

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Our experienced team of talented professionals has decades of unique experience in Equities, Real Estate, Principal Protected Strategies, Intergenerational Income Strategies, Fixed Income Strategies, Managed Accounts, Tactical Investment Strategies, Hybrid Annuities, Commodities, ALTs, Insurance Wrappers, Social Security Maximization, Hybrid S-D IRAs, Inheritance Counseling, Estate & Legacy Planning. We utilize both proprietary and third-party research & analytical tools, as well as deep market knowledge, to identify opportunities to capitalize on.

OUR FOUNDERS

Ryan Litfin

Co-founder & Chief Investment Officer | Creator of Preventative Wealth Care

Our Founders

Ryan Litfin

Co-founder & Chief Investment Officer | Creator of Preventative Wealth Care

Mr. Litfin is passionate about sharing his deep knowledge of the global economic landscape and the ever-changing investment industry. He is a highly respected financial professional who helps investors, institutions, and other financial professionals alike.

Ryan earned degrees in Finance & Economics from Gustavus Adolphus College and has been engaged in the financial industry for nearly 15 years. His experience extends across a variety of continents including North America, Europe, and Australia, as well as valuable time spent at the Chicago Mercantile Exchange and the Chicago Board of Trade.

Founder and Managing Partner of Vincent Asset Management (VAM), a Private Client Services firm headquartered in Minneapolis, MN with additional office locations in Chicago, New York, Delray Beach, and Naples, Ryan systematically navigates a path to simplify and clarify an investor’s needs. Then he seeks to implement the appropriate strategies to create a fully customized and proper investment portfolio to achieve a secure financial future. VAM has built its strong reputation on providing modern-day wealth management and helping Clients establish a Preventative Wealth Care™ plan.

While on-the- air as an award-winning co-host of the long-running show, Financial Fortitude, he prides himself on being unbiased and objective when it comes to helping investors and financial professionals alike. His dedication to the show’s slogan, America’s Investor Advocacy Show, comes through loud and clear as he’s willing to expose any problem in the industry as well as provide solutions to those problems. His seriousness on the show is often interrupted by his down-to- earth and relatable humor.

Outside the office, Ryan enjoys spending time with his wife Jenna, their two sons, and their Pug Lucy. He enjoys just about any outdoor activity, including boating, riding his motorcycle, and skiing.

Dale Creed Francis

Co-founder & Managing Partner | Creator of Preventative Wealth Care

Mr. Francis has nearly 25 years of experience in virtually all facets of the finance and economics industry. As the co-creator of Preventative Wealth Care™ and a dedicated financial professional, he is passionate about helping investors, financial professionals, and institutions achieve their goals. Creating and implementing non-correlated investment strategies has been the cornerstone of his outstanding career.

During his pre-med undergraduate program, Mr. Francis discovered his true direction in life and elected to pursue those interests in the world of finance and investments including virtually all markets and sectors such as real estate, private equity, hybrid strategies, bonds, traditional and alternative investments, commodities, and more.

As an award-winning co-host of the long-running show, Financial Fortitude, he prides himself on being unbiased and objective when it comes to helping investors and financial professionals alike. His passion for helping people becomes evident through his humorous, yet focused approach. His dedication to the show’s slogan, America’s Investor Advocacy Show, comes through loud and clear as he’s willing to expose any problem in the industry as well as provide auspicious solutions to those problems.

Outside the studio, Mr. Francis is a Co-founder and Managing Partner of Vincent Asset Management (VAM) & Vincent Private Wealth, a Private Client Services firm headquartered in Minneapolis, MN with additional office locations in Chicago, New York, Delray Beach, and Naples. VAM has built its strong reputation on providing modern-day wealth management and helping Clients establish a Preventative Wealth Care™ plan.

In addition to his traditional business interests, Mr. Francis has become a well-known public speaker, author and go-to source for many other financial and economic shows and publications. His highly anticipated new book, got protection? Preventative Wealth Care is expected to be on store shelves in a few months.

Outside the office, Dale enjoys spending time with his family and friends at his home in the country where he likes to grill and give tours around the lake.