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401(k) Services

401(k) Retirement Plan Investment Management

Need help with your workplace retirement account investments?  Do you want someone who can help you?  Vantage Point Wealth Management can provide full-service, individual solutions to help you optimize your retirement plan, within your company's plan parameters.

  • We will determine if a self-directed brokerage account (SDBA) service is available with your retirement plan.
  • We will assist in defining your investment goals.
  • We will develop an allocation recommendation or a personal portfolio of strategies designed for you.
  • We will help assess and adjust the risk in your portfolio, based on your expressed goals, risk tolerance, time horizon, and financial situation.
  • We will review investment proposals of third party managers describing their management process, current allocations and investment expectations

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Chris Pavek

Financial Advisor

952-898-1227

877-205-4662

chris@vpwealthmgmt.com

Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management...

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Jon Otterness

Financial Advisor

763-587-7120

763-587-7122

jon@vpwealthmgmt.com

Since 2002 Jon has been helping clients identify what is most important to them. A strong belief in comprehensive financial planning is at the core of how he enjoys working with clients. He feels that to truly to be able to help...

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Mark Neubauer

Financial Advisor

952-898-1227

877-205-4662

mark@vpwealthmgmt.com

As a member of the Vantage Point Wealth Management Team, Mark has been helping individuals, families and businesses reach their short and long-term goals. With nearly 25 years in the industry, his experience has helped him improve the...
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Tedd Bradley

Partner

(952) 898-1227

Tedd@vpwealthmgmt.com

Tedd is a Partner of Vantage Point Wealth Management’s Edina office. He has been in the financial services industry helping individuals pursue their goals for over eighteen years.

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