Who We Help

Individuals and
couples

Retirees and those
Approaching Retirement

Business
Owners

Corporate Executives and Professionals

Families looking to manage an Inheritance or Sudden Wealth

Real Estate
Investors

People seeking to simplify / consolidate investments

Building Success

You define success. We help you get today right. Our experience has shown us that when our clients have more confidence about tomorrow’s possibilities they do a better job of enjoying today.

Retired Executive with Concentrated Position

A Senior Executive retired after decades with one company and a net worth in excess of $17 million — 90% of his net worth was in company stock.

– Disciplined Sell Strategy, Minimize Taxes, NUA, and Charitable Gifting

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Couple Considering Retirement – 2008 Recession

A Senior Executive with a fortune 500 company is in the process of determining a specific date to retire.

– Early retirement, SOJOURN wealth planning, and income protection

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Estate Planning Review

A retired couple needing an estate plan review

– Planning for incapacity, protecting inheritance from divorce, and asset protection

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Owner Planning to Sell the Business

Current client of the firm was entertaining an offer to sell his business.

– SOJOURN wealth planning, timing of business sale, and sale price impact

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

Tax Analysis

A married couple needed to create cash from their taxable account as they were dramatically over exposed to equities based on near term cash needs to recent life changes. A tax analysis needed to be done to determine the capital gains impact.

– Tax planning clarity, Roth conversions, charitable goals, and larger tax refund

Client Stories are presented as hypothetical case studies and actual client experience will be based on client needs and best interests.

What You Can Expect

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

Fiduciary approach – acting only and solely in our 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 our clients