Our Approach to Wealth Management
Client Centric
Each client receives services from an advisor, a portfolio manager, and an advanced planning specialist, enabling clients to benefit from a range of skills and perspectives.
We adopt 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.
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!
How we Serve Our Clients
“Each client relationship begins with listening and developing a SOJOURN™ wealth plan. This plan serves as the client’s financial foundation for refined decision making.” - Thomas Fee, Managing Director
Simplify Your Life
The Vector approach solves problems and simplifies the lives of our clients by providing financial guidance through life events resulting in clarity and peace of mind.
Planning Focused
Clients receive access to in-depth, Advanced Planning services. These begin by developing a customized SOJOURN™ plan.
We are a Fiduciary
We are in the minority of financial services firms who are true fiduciaries – acting only and solely in the clients’ interest.
Asset Staging
With a segmented portfolio structure, the SOJOURN™ process provides long term liquidity, stability, and growth while managing volatility, liberating your income sources from the volatility of market cycles.
Can You Ensure an income stream when your paycheck stops?
When you think about retirement, what are some things that come to mind? Travel, time to pursue your passions, giving back to your community, or spending time with those you love. Retirement can create feelings of uncertainty and questions about what is financially possible. This is natural. Vector developed the SOJOURN™ process to answer these questions.