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

Welcome to Vector Wealth Management

Sojourn at Vector Wealth Management

Articles, News and Vector University

Stock market volatility has increased

What is occurring? Volatility is not new, but it is on the rise. On Monday, February 5th the Dow Jones Industrial Average had its largest numerical drop in a single day; however, it was far from its largest percentage drop. It is more important ... Continue reading

2017-12-31 Quarterly Statement

Normally at year end there is much to talk about and recap on the year. 2017 came to an end following the quiet and steady theme during which financial markets pushed forward without looking back. There is one statistic that brings to light just ... Continue reading

Vector University Tax Update presentation

Vector Wealth Management: Tax Reform and How It Could Impact You - Presented by Ryan Churness, CPA, MBT from SDK Continue reading

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