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

Retirement planning has gotten complex.
At Vector, we have a unique process to make it simple so you can have confidence in your financial life.

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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

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

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

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.

About Sojourn