About Us

An Institutional Legacy of CRNA Wealth Management

Led by Jeremy Stanley, CFP®, EA, AIF®

In Strategic Alliance with Private Advisor Group- Ranked #4 on Barron’s Top RIA Firms*

This division was formed to bridge the gap between national association resources and hyper-specialized financial planning. The initiative is spearheaded by Jeremy Stanley, CFP®, EA, AIF®, a multi-credentialed wealth specialist with over 25 years of dedicated experience serving the financial, tax, and legal advisory needs of the CRNA community.

Jeremy’s commitment to the profession is both deeply personal and generational. As the husband of a practicing CRNA and the father of a student currently navigating CRNA school, he lives and breathes the daily realities, sacrifices, and triumphs of the anesthesia community right at his own dinner table.

His professional contributions run just as deep. Jeremy has served as an AANA Foundation Trustee for many years, a rare distinction for a non-CRNA that, along with his other activities for the community, eventually led to him being named an Honorary Member of the AANA. He has authored two definitive books specifically for the CRNA community that are formally approved for Continuing Education (CE) credits. As the co-founder and host of the CRNA and anesthesia-focused "Beyond the Mask" podcast, he has spent years interviewing industry leaders and educating the community on the issues that matter most to their lives and practices. Having spoken at hundreds of AANA and state-level CRNA meetings and having taught the Professional Aspects: Financial Planning curriculum to thousands of Resident Research Nurse Anesthetists (RRNAs) over the decades, Jeremy has guided multiple generations of anesthesia professionals from graduation to retirement.

*Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.

Schedule A Conversation

^{What Drives Us}Boutique Specialization Powered by Institutional Scale

To support members with robust security measures, modern technology, and regulatory oversight, our division operates in a strategic alliance with the Private Advisor Group.

As one of the nation’s leading financial services firms, managing over $40 billion in client assets, Private Advisor Group is consistently recognized as an industry powerhouse, holding the #4 spot on Barron’s prestigious Top 100 RIA Firms list.*

Through this powerful alignment, our CRNAs experience the best of both worlds: the hyper-focused, custom clinical wealth engineering of a specialized boutique team, backed by the institutional scale, absolute fiduciary compliance, and financial custody infrastructure of a top-5 national powerhouse.

*Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.

Our Multi-Disciplinary Brain Trust

Because your financial life does not operate in a vacuum, our program operates as an integrated, multi-disciplinary team. Members of this program are backed by a unified network of elite credentialed specialists, built and guided by Jeremy, including:

Certified Financial Planners™ (CFP®): Structuring your holistic career roadmap, wealth accumulation, and retirement blueprints.

Certified Public Accountants (CPA) & Enrolled Agents (EA): Providing institutional-grade tax mitigation, entity structuring, and IRS compliance specifically tailored for independent CRNA practices and 1099 transitions.

Accredited Investment Fiduciaries® (AIF®): Ensuring your portfolios are managed under the highest legal and ethical standard of fiduciary care.

Specialized Insurance Professionals: Crafting custom risk-management frameworks, including true own-occupation disability and comprehensive asset protection.

By blending the structural scale of the Association and Private Advisor Group with Jeremy’s team’s expertise, Vigilance Wealth provides CRNAs with a wealth management experience designed for their specific needs.

We lead Vigilance Wealth by staying in the work ourselves, carrying our own clients rather than running the firm from a distance, so the standards we hold the team to come from the same cases everyone handles. We expect each advisor to show the reasoning behind a recommendation and to test it against a client's actual circumstances before it goes out, which is how the attention we were named for reaches the plan you receive.

The Circle of Support: Reinvesting in the CRNA Community

This program is more than just an elite financial and tax planning service; it is a sustainable ecosystem designed to strengthen the entire CRNA profession.

Because this initiative is an official partnership with the AANA, a portion of the revenue generated by this program goes directly back to the Association through a formalized revenue-share agreement.

Advocacy Funding

Your participation directly helps fund national and state-level legislative advocacy to protect and expand CRNA scope of practice.

Educational Resources

A portion of your fees support the development of advanced clinical education, wellness programs, and member resources.

Strengthening the Profession

By aligning your personal financial success with Vigilance Wealth, you are directly investing in the longevity, autonomy, and strength of the nurse anesthesia community as a whole.

"When you build your career and wealth with us, a portion of your success goes right back into defending the profession you work so hard to advance. It is a true win-win for you, your family, and the entire CRNA community."

^{Contact Us}Start With a Conversation

A short introductory call is the clearest way to learn whether our focus on CRNAs fits what you are looking for. Reach out to schedule one, and we will take it from there.

Start The Conversation