Dakota
Dakota
Book a Demo
Talk to an Expert

Vincita Investment Partners

EST. AUM
$700,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website vincitawealth.com
Client types

Overview

Vincita Investment Partners is a Sanctuary-partnered financial planning firm based in Greensboro. The co-founders, Jospeh Marus and Lauren Norris, were previously at Merrill Lynch prior to establishing Vincita.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy