When you choose Vantage Point, you’re choosing a fiduciary*– and it’s important to make an informed choice. Therefore, we’re pleased to provide these disclosures to help you learn more about us. These forms detail how we invest, charge, and manage your investments, how we run our business, and provide more background on each advisor. These disclosures have been formally filed with the Securities and Exchange Commission (SEC).

For our clients’ information and protection and in accordance with SEC regulations, we also provide copies of these disclosure forms to all new clients engaging with Vantage Point.

*In advisory relationships

We welcome you to connect with us to discuss any questions you may have.

Note: Vantage Point is listed on these forms as VPWM Advisors, LLC. 

Form CRS (Customer Relationship Survey)

This industry-standard form describes more about Vantage Point Wealth Management and the products and services we offer. It represents a more plain-English version of the documents we’ve filed with the Securities and Exchange Commission (SEC).

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Our official disclosure of our investment methods, assets, fees, business structure, and other important items about our firm and the type of business we conduct.

Wrap (all-inclusive fee) programs are a convenient way for many clients to invest. This brochure tells how we manage these accounts along with important items for you to consider when investing.

Our statement on our fiduciary duty to clients and compliance, review, and reporting that represents our advisory standards and practices for honest, client-first conduct.

Your money is your business, and we plan to keep it that way. Here’s how we use and protect your personal information.

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Advisor Form ADV Part 2B

Openness, trust, and transparency: here is individual information on your adviser’s background and business.

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