Vivian Investment Partners - Raymond James

If you're looking for Tax Planning & Income Strategies for a traditional retirement, managing FIRE or a flexible “work-optional” lifestyle, we can help, this is what we specialize in.

Supporting a nonprofit can extend beyond writing a check. Learn how serving on a board can help you shape strategy, stre...
10/02/2026

Supporting a nonprofit can extend beyond writing a check. Learn how serving on a board can help you shape strategy, strengthen governance and create a lasting impact for the organizations you value most:

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Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U....
10/02/2026

Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U.S. Treasury yields to move modestly lower as well.

Read more in the Morning Brew.

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Friday Fun - Office Dog Obi meets his new neighbor who’s also called Obi!! Maybe the new boy will be Obi-Two Kenobi rath...
10/02/2026

Friday Fun - Office Dog Obi meets his new neighbor who’s also called Obi!! Maybe the new boy will be Obi-Two Kenobi rather than Obi-Wan?!🤣

Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.Read mor...
10/01/2026

Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.

Read more in the Morning Brew.

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Sept. 30 - Equity futures point to a flattish opening this morning as investors await a full slate of economic data and ...
09/30/2026

Sept. 30 - Equity futures point to a flattish opening this morning as investors await a full slate of economic data and some consequential earnings reports after the close.

Read more in the Morning Brew.

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Estate planning is often viewed as a financial exercise.In reality, it's deeply personal.It's about ensuring your wishes...
09/29/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

Sept. 29 - Equity futures point to a modestly higher opening this morning as some of Monday's pressure from crude oil an...
09/29/2026

Sept. 29 - Equity futures point to a modestly higher opening this morning as some of Monday's pressure from crude oil and Treasury yields eases.

Read more in the Morning Brew.

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Sept. 28- Equity futures are pointing to a lower open amid an unsettled U.S.-Iran backdrop. President Trump rejected Ira...
09/28/2026

Sept. 28- Equity futures are pointing to a lower open amid an unsettled U.S.-Iran backdrop. President Trump rejected Iran's ceasefire proposal, while U.S. officials indicated that talks are continuing and the two sides remain far apart.

Read Morning Brew.

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Sept. 25 - Equity futures point to a higher opening, as crude oil prices move lower and Treasury yields retreat, providi...
09/25/2026

Sept. 25 - Equity futures point to a higher opening, as crude oil prices move lower and Treasury yields retreat, providing some relief from two of the primary headwinds that pressured stocks yesterday.

Read more in the Morning Brew.

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The legacy you leave behind isn't measured only by financial assets.It's also reflected in your values, your priorities,...
09/25/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

Address

1276 N Palm Canyon Drive
Palm Springs, CA
95020

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14087132020

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