01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Welcome to Vector Wealth Planning

Our clients are the most important part of our business! We strive to provide excellent service on a personal and professional level to create the financial freedom and independence you desire.

Our team of wealth managers and staff has over 30+ years of experience in the following areas:

  • Holistic Financial Planning
  • Retirement Planning –  income & distribution strategies
  • Wealth Accumulation specific to business owners
  • Tax Efficient Strategies
  • Legacy Planning

We are 100% committed and accountable to each and every client – we value the trust placed in us, as evidenced by your referrals.

Meet our team

Our Services

 

Holistic Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
 

Women Services

Women…we are strong, passionate and consummate care givers who often struggle to find life balance, especially with family and finances. Do you have someone who truly listens to you and understands your uniqueness as a woman?
 

Legacy Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.
 

Financial Planning for Business Owners

INTRODUCTION When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to...

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Meet Our Team

Click through our employees to learn more about our team and what they can do for your financial needs.

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We help build, manage, preserve, and transition wealth for our clients

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