Broker Check

401(k) Services

401(k) Retirement Plan Investment Management

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

Start a Conversation

Thank you! Oops!

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...

Read more

James Erdmann

Compliance Manager

763-587-7120

763-587-7122

james@vpwealthmgmt.com

Information coming soon.

Read more

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...

Read more

Mark Neubauer

Financial Advisor

952-898-1227

877-205-4662

markneubauer@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...

Read more

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.

Read more