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Mountains in Clouds

Malissa Macci

Office Manager

Malissa Macci is the Office Manager at YHH Financial, bringing a wealth of experience in human resources and office management to her role. With a proven track record of streamlining administrative processes and fostering positive workplace cultures, Malissa excels at keeping operations running smoothly. Her expertise spans employee relations, payroll management, and organizational efficiency, making her a cornerstone of YHH Financial’s success. Known for her attention to detail and commitment to excellence, Malissa ensures that both staff and clients receive top-tier support. Her dedication and leadership create an environment where everyone can thrive.

We consider our Services a Family Office. Family Offices are reserved for business owners and families to create a team to manage their businesses, finances, and financial legacy. VMG Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.

Usually…

  • CPAs

CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward looking tax plans.

  • Financial Advisors

Many financial advisors charge a 1% fee and rely on a buy-and-hold strategy without actively protecting your investments. We believe the best return comes from reinvesting in your business or managing your wealth for your family and legacy. Our proactive approach adjusts to market conditions, offering more flexibility and growth potential.

  • Attorneys

Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.

Our CPAs, Financial Advisors and Attorneys work on your behalf.
We call our approach the Triangle Wealth…

Our Family Office Services

Triangle Wealth.png

Including, but not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

  • Estate Planning

Our mission is to help families maintain financial viability in the present, while taking a proactive approach to achieve future goals.

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