Our approach to responsible wealth management is to gain a big picture perspective before making specific recommendations for you, then guide you each step of the way, adjusting for changing circumstances.
Though each advisor and plan are unique, we strive toward plans that are all-encompassing. Therefore, every Vantage Point advisor considers these four key components of our services in the ongoing process of identifying your specific objectives, needs, and opportunities:
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Whatever your age, stage, and goals at the outset, we bring the experience to plan, guide, and serve you through market shifts, life events, and evolving situations. We value the long-term relationships we have with our clients and work accordingly.
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Our advisors deliver full-service solutions to match your plan. As an added layer of assurance, Vantage Point is an independent financial services firm, offering a wide array of fiduciary asset management options.
That’s why our compensation is fee-based–unless commission is more beneficial to you in the long run. The choice is always yours.
*When providing advisory services
Prefer to manage your own account? We also offer brokerage account options through LPL Financial.
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We plan for the journey of your future while guarding against potential bumps in the road with processes, planning, and products that make your financial security our priority.
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We’re a full-service firm, and this extends to our ability to match you with a number of additional outside resources and specialists. In many cases, we not only provide the connection, we coordinate on your behalf, leading and guiding this team in service to you and the big-picture objectives set forth in your VP360 plan.
We respect the importance of finding a great fit and welcome you to check us out. Contact us to set up a conversation with any of our advisors, or a specific advisor.
