Team - Vantage Point Wealth Management

Vantage Point Advisors are your committed navigators. We chart your unique course and accompany you along the way through market shifts, life events, and evolving opportunities. Behind each advisor is an experienced team, dedicated to working on your behalf.

Click for location: Plymouth Edina

Plymouth

505 N Highway 169, Suite 260, Plymouth, MN 55441
763-587-7120

Advisors

Joseph S. McRae

Financial Advisor, Branch Manager

Benjamin A. Holm

Financial Advisor

Financial Advisor

Financial Advisor

James “Jim” Bortolussi

Financial Advisor

Financial Advisor

Financial Advisor

Elizabeth Smith

Financial Advisor

Samuel “Sam” Holm

Financial Advisor

Edina

7101 York Ave S, Suite 350, Edina, MN 55345
952-898-3998

Advisors

Financial Advisor

Financial Advisor

Support Team

Your Vantage Point Financial Advisors have a whole support team behind them, meaning they get to focus on serving you.

Compliance Manager

Compliance and Operations Associate

Kimberly Braley

Financial Advisor

Learn More

While each advisor has a unique background and style, we share a common approach to service and investment.

OUR SHARED VISION

OUR VP360 PROGRAM

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 Vantage Point Wealth Management, LLC.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through VPWM Advisors LLC, a Registered Investment Advisor. VPWM Advisors LLC and Vantage Point Wealth Management are separate entities from LPL Financial.

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