Diastole Wealth Management
45yrs
Top advisor by experience in Guilford
32yrs
Vincent Michael Esposito
Financial advisor at Integrated Wealth Concepts
At a glance
Experience32 years (since 1995)
How that compares ?Top 13% by experience at Integrated Wealth Concepts
Office101 Fair Street, Guilford, CT 06437
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2014 – 2026DynamicPreviously
- 2010 – 2014Spruce Hill Capital, LLCPreviously
- 2003 – 2010Commonwealth Financial NetworkPreviously
Questions to ask Vincent
Tailored to Vincent’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Vincent
How do I contact Vincent?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Vincent Michael Esposito. Vincent works from the Guilford, CT office.
How long has Vincent been a financial advisor?
Vincent has been in the industry since 1995, about 32 years. Top 13% by experience at Integrated Wealth Concepts.
What licenses does Vincent hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Vincent a fiduciary?
Vincent is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vincent paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Vincent for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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