About Vector

In the corner of our conference rooms we keep an empty chair to represent our clients’ presence in every meeting – a reminder of who we serve.

Over the last two and a half decades we have focused on one thing — acting only and solely in our clients’ interests. Serving as a fiduciary is both our promise and commitment.

Our core philosophy is to be free of conflicts of interest for individuals and free of conflicts of interest for our firm. Vector does not represent products or services from any financial institution or product company. We do not receive commissions on any products or services we provide to our clients. Vector as a firm does not receive any commissions or revenue streams from any of the investment products we utilize.

What Makes Us Unique?

Clients of Vector Wealth Management can benefit from the following defining characteristics:

Fiduciary approach – acting only and solely in the clients’ interest

Proprietary wealth planning software application, SOJOURN

Strategic, customized, tax efficient financial planning

Collaborative team approach with strong client relationships as a centerpiece

Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility

Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients

Vector Mission

Our mission is to give you an understanding and confidence around your financial life that you have not experienced before.

To meet that objective, we have created SOJOURN, our proprietary wealth management application and approach. We define SOJOURN as: “a pause in the path of a longer journey”.

Vector Core Values

  • Commitment to clients and each other
  • Never compromise ethics and integrity
  • Prepare relentlessly
  • Continue to raise the bar
  • Humbly confident

How We Serve Our Clients

The Vector team members are diverse in their areas of expertise, and also have a common value shared by all – the desire and passion to serve.

Passion

Vector Wealth Management is passionate in helping clients succeed amidst complex financial situations, providing a framework to make confident, smart decisions and ultimately planning for tomorrow while getting today right!

Solutions

Vector Wealth Management adopts a team-based approach to financial services, recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise.

Is Vector Wealth Management Right for You?      Find Out Here

Our Team

Members of the Vector Wealth Management team hold certifications including CERTIFIED FINANCIAL PLANNER™ professional, CFP® professional, CFA Charterholder, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC®), Master’s Degree in Financial Services (MSFS), Accredited Investment Fiduciary (AIF®), Accredited Asset Management SpecialistSM (AAMS®), and Registered ParaplannerSM.

We invite you to get to know the members of the Vector Wealth Management team.

Thomas G. Fee
Thomas G. Fee
Principal, Managing Partner
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Sharon L. Calhoun
Sharon L. Calhoun, CFP®, MSFS, AIF®, ChFC®
Principal, Director of Advanced Planning
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Todd C. Stueve
Todd C. Stueve
Principal, Senior Wealth Advisor
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Tyler J. Schelhaas
Tyler J. Schelhaas, CFP®
Principal, Senior Wealth Advisor
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Joseph C. Grochowski
Joseph C. Grochowski, CFP®, ChFC®, AAMS®
Senior Wealth Advisor
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Robert P. Lawson
Robert P. Lawson, CPA, CFP®, MBA
Senior Wealth Advisor
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John E. Tenley
John E. Tenley, AAMS®, CRPC®
Senior Wealth Advisor
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Kyle C. Matkaitis
Kyle C. Matkaitis, CFP®
Senior Wealth Advisor
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Jason D. Ranallo
Jason D. Ranallo, CFA®
Director of Portfolio Management
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Daniel J. Powers
Daniel J. Powers
Principal, Portfolio Management
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Jacob A. Ranallo
Jacob A. Ranallo
Portfolio Management
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Michael B. Mayer
Michael B. Mayer
Portfolio Management
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Krista L. Reeves
Krista L. Reeves, CFP®
Financial Planning Specialist
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Eric M. Arndt
Eric M. Arndt, Registered ParaplannerSM
Financial Planning Specialist
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David R. Moser
David R. Moser, CFP®
Financial Planning Specialist
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Christopher M. Wagner
Christopher M. Wagner, CFP®
Financial Planning Specialist
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Suzanne M. Klapperich
Suzanne M. Klapperich, Registered ParaplannerSM
Financial Planning Specialist
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Melissa A. Hoffman
Melissa A. Hoffman, Registered ParaplannerSM
Client Services Specialist
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Katherine W. Poley
Katherine W. Poley
Client Services Specialist
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Jacob G. Fee
Jacob G. Fee, Registered ParaplannerSM
Financial Planning Specialist
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Derek J. Blankenship, CFP®, MBA
Financial Planning Specialist
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Carla M. Muff
Client Services Specialist
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Vector History

Our Founder and Managing Partner, Tom Fee, started Vector with the goal of providing clients with a conflict free, client centered approach giving them an understanding and confidence around their financial lives so that they can see the opportunities that are there for them and live life with peace of mind.

Vector Wealth Management, LLC was established as a nationally Registered Investment Advisor in 1993

In 2017, Vector Wealth Management, LLC acquired a majority ownership interest in SNS Financial Group, LLC. Together, we continue to do business as Vector Wealth Management.

Approximately one billion of client assets under management primarily through client referrals

Our clients reside both locally and nationally

Frequently Asked Questions

Questions You Should Have Answers To

Vector provides a wide variety of financial, tax, planning, investment and risk management guidance. Clients of Vector Wealth Management can benefit from the following defining characteristics:

  • Fiduciary approach – acting only and solely in the clients’ interest
  • Proprietary wealth planning software application, SOJOURN
  • Strategic, customized, tax efficient financial planning
  • Collaborative team approach with strong client relationships as a centerpiece
  • Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility
  • Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients

Ultimately, the firm seeks, through its proprietary application SOJOURN, to help clients have an understanding and confidence around their financial lives that they have not experienced before.

Vector Wealth Management adopts a team-based approach to financial services, recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise. You will receives services from:

  • an advisor
  • a portfolio manager
  • an advanced planning specialist

Your relationship begins by the Vector team listening and developing a SOJOURN wealth plan, a proprietary application and process which serves as your financial foundation for refined decision making.

None. Vector Wealth Management strives to be free of conflicts of interest and does not represent products or services from any financial institution or product company. We do not receive commissions on any products or services we provide to our clients. Vector as a firm does not receive any commissions or revenue streams from any of the investment products we utilize. Our core philosophy is to be free of conflicts of interest for individuals and free of conflicts of interest for our firm. We have custodial relationships for the safeguarding of our clients’ assets with Schwab and TD Ameritrade.

Clients have trusted Vector Wealth Management with over $1 billion of assets under management representing 900 families.

Members of the team at Vector Wealth Management hold a vast array of professional designations, qualifying them to address a wide range of wealth planning issues and life event financial decisions.

These designations include:

  • CFP®—Certified Financial Planner
  • CFA – Chartered Financial Analyst
  • CPA—Certified Public Accountant
  • Masters in Financial Planning
  • ChFC®—Chartered Financial Consultant
  • AIF®—Accredited Investment Fiduciary
  • AAMS®—Accredited Asset Management Specialist
  • CRPC – Chartered Retirement Planning Counselor
  • Registered Paraplanner™

Vector team members are all paid on salary, with a potential modest discretionary year-end bonus based significantly on client satisfaction. We do not receive commissions on any products or services we provide to you. Vector as a firm does not receive any commissions or revenue streams from any of the investment products we utilize. Our core philosophy is to be free of conflicts of interest for individuals and free of conflicts of interest for our firm. As a Registered Investment Advisor (RIA), Vector Wealth Management has adopted the fiduciary standard, acting only and solely in our clients interest. Of all RIAs in the United States approximately only 1.5% are true fiduciaries.

In keeping with our commitment to supporting trust between us and our clients, Vector Wealth Management maintains a transparent fee structure. Unlike other firms in the industry that charge fees on a tiered schedule where the first assets are always charged at the higher rate for that tier, Vector’s fee schedule charges ALL assets under management at the lower tier rate. Vector’s approach results in lower fees to you compared to a weighted average fee for each tier.

When you join us, we collaborate with you in building your SOJOURN wealth plan which is fully integrated with the specific investment policy for the plan. Our approach is to develop the long term strategy prior to making any investment decisions. Once this strategy is in place and approved by you, Vector has discretion to implement and execute the strategy going forward. That said, some of our clients desire ongoing communications regarding portfolio changes – and we gladly do this for them.

We believe our client retention gauges customer satisfaction. We are very proud to have a retention ratio of over 95% and, prior to merging with a smaller firm in 2017, our average client tenure was 10.4 years. The majority of Vector’s original client base continues to trust Vector as their primary Wealth Advisor and virtually all have offered to be references.

Vector’s philosophy is that risk and reward should be managed through our SOJOURN wealth planning process. We believe you must first have an understanding of what you want your assets to do for you in the short-term (avoid risk) and what you want your asset to do for you in the long-term (growth). Too often risk and volatility are seen as the same; our process will help you separate these and place each where they belong and in a more precise (based on your financial life) amount.

Trust of our clients. Prior to merging with a younger firm this year, our average client tenue was 10.4 years, perhaps the most telling statistic there may be – along with the point that virtually every client asked has offered to be a reference. The Vector team members are diverse in their areas of expertise, and also have a common value shared by all – the desire and passion to serve. Vector has established written core values that are not something they aspire to, but rather, are a reflection of how they approach their work each day in serving the clients. Vector’s core values are:

  1. Commitment to clients and each other
  2. Never compromise ethics and integrity
  3. Prepare relentlessly
  4. Continue to raise the bar
  5. Humbly confident

Vector keeps an empty chair in the corner of their conference room to represent the clients’ presence in every internal meeting – a reminder of who they serve.

If you have other questions, click here.