Our team is focused on giving our clients the opportunity to have an understanding and confidence about their financial lives that most have said they have never experienced before.
Vector Wealth Management was founded in 1993. We are a Registered Investment Advisory firm and have over 450 individual clients with a total of over $350 million in assets under management as well as numerous institutional retirement planning relationships. All together, Vector has over $500 million in assets under advisement.
We utilize our proprietary software application, the PensionTRAC™, in customizing our planning around the client’s circumstances. View a demo of the PensionTrac™.
We have an extremely qualified team dedicated towards achieving this goal.