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
Chris Pavek
Financial Advisor
877-205-4662
Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management...
Jon Otterness
Financial Advisor
763-587-7122
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...
Mark Neubauer
Financial Advisor
877-205-4662
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...
Tedd Bradley
Partner
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.