Helping You Find Your Financial Path

The role of a fiduciary, to which Vector and its Advisors adhere, means to act solely in the interest of our clients through customized investment management, strategic financial planning, and personal consultation

Goals Based Planning Through SOJOURN

SOJOURN Wealth Plan

The SOJOURN process creates a custom-built investment policy based on what you are asking your assets to do for you, providing disciplined withdrawal strategies, financial stability, and peace of mind in retirement.

Investment Management Acumen

Investment Acumen

Unique and customized personal investment policy driven by long-term financial life plan, SOJOURN

Proprietary asset allocation structure creating long-term liquidity, stability, and growth, while managing volatility

Tax Efficiency and Tax Planning

Tax Planning

Minimize taxes through portfolio construction, asset location, and distribution strategies to take advantage of tax bracket breakpoints

Social Security Planning & Insurance Analysis

Social Security Planning & Insurance Analysis

Guidance on whether to begin social security payments at full retirement age, prior to full retirement age, or delay benefits up to age 70

Independent guidance on structuring an appropriate risk management program including the benefits and costs of long-term care and life insurance

Strategic Financial Planning for Executives & Professionals

Strategic Financial Planning for Executives & Professionals

Help navigating and understanding the total economic package and provide detailed advice on Executive Compensation including:

• Stock options
• Deferred compensation
• Restricted stock
• Pension plans
• Key person benefits
• Bonus compensation

Estate, Charitable, & Wealth Transfer Planning

Estate, Charitable, & Wealth Transfer Planning

Expertise and compassion in guiding a surviving spouse through post-death financial matters

Provide clarity in understanding the impact of your existing estate plan with respect to the current federal and state estate tax environment

Strategic philanthropic guidance to maximize charitable gifts while reducing taxes