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Scott Moeggenberg

Tax Manager

Scott Moeggenberg, Tax Manager at VMG Financial, brings decades of expertise. Graduating from Western Michigan University, he began in a local CPA firm in Fort Myers, Florida, in 1986. His journey includes roles as a controller in his family's business and extensive work in tax at a large accounting firm. In June 2005, Scott joined Dana Vidussi, CPA, P.A., and has been an integral part of its succeeding formations, including VMG Financial. His extensive background and dedication to client success make him a valuable asset, adept at navigating the complexities of tax regulations and providing strategic guidance to businesses and individuals alike.

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We consider our Services a Family Office. Family Offices are reserved for the wealthy 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.


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

  • Financial Advisors are typically stock market focused.  We like to partner with them and offer estate planning, legacy planning, tax planning, Roth conversion calculations, etc.  For a business owner we know your best return and wealth building is in your business.

  • 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 are and not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

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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