Our Firm
Our Mission
At Vantage Point Wealth Advisors, we have one mission: to help our clients navigate their personal financial landscape and achieve financial success.
Our superior client service, open platform, and best-in-class tools enable us to assist our clients in understanding the financial issues they face and developing strategies to plan for the future.
Our Values
Vantage Point and its employees are committed to earning our clients' trust through our dedication to their needs and our strong work ethic. Our Financial Navigators believe that the interests of our clients always come first, and our open platform allows us to select products and services that serve clients' needs in the most appropriate manner possible. By aligning our core values with our process, we are able to give our valued clients the added attention that they need in order to properly map their course. Vantage Point also takes your privacy seriously, and will treat any information you share with us as confidential.
Clients We Serve
We work with a variety of clients, including individuals, families, small business owners, and local organizations. Our in-depth understanding in a number of planning-related areas allows us to offer solutions tailored to each client's individual needs.
Our Services
Vantage Point Wealth Advisors can assist clients in a number of financial planning issues, including:
At Vantage Point Wealth Advisors, we have one mission: to help our clients navigate their personal financial landscape and achieve financial success.
Our superior client service, open platform, and best-in-class tools enable us to assist our clients in understanding the financial issues they face and developing strategies to plan for the future.
Our Values
Vantage Point and its employees are committed to earning our clients' trust through our dedication to their needs and our strong work ethic. Our Financial Navigators believe that the interests of our clients always come first, and our open platform allows us to select products and services that serve clients' needs in the most appropriate manner possible. By aligning our core values with our process, we are able to give our valued clients the added attention that they need in order to properly map their course. Vantage Point also takes your privacy seriously, and will treat any information you share with us as confidential.
Clients We Serve
We work with a variety of clients, including individuals, families, small business owners, and local organizations. Our in-depth understanding in a number of planning-related areas allows us to offer solutions tailored to each client's individual needs.
Our Services
Vantage Point Wealth Advisors can assist clients in a number of financial planning issues, including:
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance
- Tax Planning
- Asset Allocation and Investments
- Business Succession Planning