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403(b) Services

403(b) Retirement Plan Investment Management

Need help with your education workplace retirement account investments?  Do you want someone who can help you?  Vantage Point Wealth Management can provide full service, individualized strategies to help you optimize your retirement plan, within your school district’s 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 portfolios, 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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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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