Who We Are

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

Is Vector Wealth Management Right for You?      Find Out Here

SOJOURN

SOJOURN allows us to deliver on our promise to you – To give you an understanding and confidence around your financial life that you have never experienced before.

SOJOURN creates a custom investment policy based on what you are asking your assets to do for you.

Assets are segmented based on when they will be consumed

Assets are segmented based on
when they will be consumed

At Vector we determine how much of each of our clients’ assets have to be in specific time-frames to help support the income objectives they have in retirement.

Portfolios adjustments are made over time

Portfolios adjustments
are made over time

As you begin to consume from your assured income portfolio, all four portfolios are adjusted to achieve the growth or stability required over the assigned time-frame.

Retirement income is staged to take advantage of market cycles

Retirement income is staged to
take advantage of market cycles

Segregating portfolios based on return expectations and time horizons achieves the growth or stability required over the assigned time-frame, liberating your income sources from the volatility of market cycles.

Vector Wealth VideosOur Goal is to give our clients an understanding and confidence around their financial lives that they have not experienced before

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Welcome to Vector Wealth Management

 

Sojourn at Vector Wealth Management

Articles, News and Vector University

Transferring Your Company Retirement Plan Into An IRA?

At retirement, assuming the tax-deferred value of your company stock has grown, you may want to consider a frequently underused strategy called Net Unrealized Appreciation (NUA). Continue reading

How Inflation is Measured & How It Impacts You

Inflation should always be something to consider when planning for the future, especially when it comes to the investments that may give you an income during retirement. Continue reading

Vector U: 2019 Medicare Changes

Get the November 15th Vector U presentation delivered to your email inbox and follow along at your own pace. Class notes include a PDF of the presentation, mp3 audio file, and video link (PDF+Audio). Continue reading

Recognized as a Top Minneapolis Financial Advisor

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