Virgilio Wealth Management LLC

Empowering Pharmaceutical Executives for Financial Success

About Us | About Us | Virgilio Wealth Management LLC

About Us

Virgilio Wealth Management, LLC., is an independent wealth management firm located in Spring Lake, New Jersey. We specialize in financial and retirement planning for the pharmaceutical industry and focus on delivering exceptional service.

Mission Statement | About Us | Virgilio Wealth Management LLC

Mission Statement

As a fiduciary and independent firm, we have the advantage of offering a wide range of solutions and services that are best suited for our clients. 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.

Meet Your Advisor

Mickey Virgilio, CMFC, MBA

President and Wealth Advisor
(732) 359-8611 [email protected]

Mickey Virgilio founded Virgilio Wealth Management, LLC., in January of 2015 after combining his years of experience working for several, major New York City investment banks and sales experience within the pharmaceutical industry. The combination of both experiences led to the formation of a firm that primarily focuses on providing financial advice and wealth management to the pharmaceutical industry. Mickey brings a genuine passion for both helping people and working in the financial services industry.

  • Credentials

    • Rider University: BSBA-Finance
    • University of Connecticut: MBA-Finance/Management
    • College for Financial Planning-CMFC

  • Licensed

    • NJ Investment Advisor Representative
    • NJ Life Insurance and Variable Annuity

Our Partners

World Investments, Inc. | Virgilio Wealth Management

World Investments, Inc.

World Investments, Inc., is our broker-dealer with main offices located in Lincroft and Bayonne, NJ.

World Advisory Services is an SEC Registered Investment Advisor. Both firms work with us to provide operations and compliance support as well as providing technical and regulatory requirements. With offices nationwide, World Investments, Inc., is home to over 300 affiliated, independent registered representatives.

More About World Investments, Inc., and its CRS
Pershing, LLC. | Virgilio Wealth Management

Pershing, LLC.

Virgilio Wealth Management has a strategic partnership with Pershing LLC to execute, clear and custody the assets of our clients.

Pershing’s almost 90-year history and financial stability as a subsidiary of Bank of NY-Mellon, provides us with the comfort, assurance, and strength of being affiliated with one of the leading custodial institutions in the world.

More About Pershing

“Beware of little expenses. A small leak will sink a great ship.”

— Benjamin Franklin

Our Process

1. Initial Phone Conversation

We begin by setting up an initial phone consultation to get a basic understanding of your situation and needs and make sure we are a “good fit” and are able to provide solutions. If we are not a good fit, we will make recommendations on alternative steps.

2. Discovery Meeting

We begin each client relationship by taking an in depth look at your situation. We learn about what is important to you and understand your needs and financial goals as well as what steps you have taken so far.

3. Strategy

Once we understand you and the priorities you care about, we will develop a comprehensive, customized plan focused on goals like funding children’s education, protecting your family with life insurance or saving for retirement.

4. Implementation

After we review our recommendations together, we will agree on the course of action, and will move forward with implementing our plan. Clients will never feel pressure. We will ensure you understand the process and its advantages. Our goal is to create a streamlined, stress-free experience for you, always keeping the goal of simplification in mind.

5. Monitoring Progress & Updating

Your plan and strategy require our ongoing review and attention, because as life events happen, your planning will change accordingly. We will communicate periodically and conduct ongoing reviews and planning meetings.

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