Probitas Financial is a Registered Investment Advisor, with its principal office located in Newport Beach, California. Gary Vyneman founded Probitas, and is its President. Gary has been working with affluent families and individuals, and small business owners for more than a decade.

At Probitas Financial, we believe that there are a discrete number of financial issues that affluent families are faced with. These issues can be generally categorized into “Building Your Wealth”, “Lowering the Overall Risk of Losing Your Wealth” and “Transitioning Your Wealth”. At Probitas, we systematically address each of the areas based upon your existing life parameters and adjust them as life brings about change. We believe that it is important to plan for your future and your legacy. By using the Total Wealth Management approach, your financial independence is managed to be minimally impacted, if at all, by variations in the stock market.

Measurement

Planning your life is not a one-time event. Planning your financial life is an ongoing process of change, re-evaluation and adjustment. That is why we continually provide you with the following services as your changing life and financial situation demand them:

We document your plan by working with you to provide a customized plan, identifying key drivers for success. We then meet with your entire family to explain your plan, then refine it with their feedback in mind.

We keep your plan on track by using advanced technology and planning techniques, we adjust your plan to accommodate changing circumstances-most importantly we continue to work directly with you to revise your plan for life’s inevitable detours; and at your convenience, we meet to review your progress. You also receive access to printed and online reports in an easy-to-read format. All to ensure you feel confident in the soundness of your decisions.
Thank you for taking the opportunity to learn more about Probitas Financial.

You will see for yourself during our complimentary, no obligation, one-hour, consultation the difference we can make in your financial future!

Please keep in mind that no investment strategy can guarantee success. Investment decisions should be based on an individual’s goals, time horizon and tolerance for risk. Asset class investing cannot ensure a profit or protect against a loss.