Our Goal

To give our clients an understanding and confidence around their financial lives that they have not experienced before.

Our Approach to Integrated Wealth Management

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


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.


Planning Focused

Clients receive access to in-depth, Advanced Planning services. These begin by developing a customized SOJOURN plan, defining individual circumstances and personal goals to create an understanding and confidence in the plan possibilities.


Fiduciary

We are in the minority of financial services firms who are true fiduciaries – acting only and solely in the clients’ interest


Transparency

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


Refined Decision Making

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


Staging of Assets

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.


Investment Philosophy

Strategic portfolio construction using a combination of low cost, tax efficient, passive management indexing combined with active management where advantageous.


Team Approach

We adopt a team-based approach recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise.


Retirement Planning

Our core competency is helping clients prepare and transition from the accumulation phase to the distribution phase of life with understanding and confidence


Simplify 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.