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
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.
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.
Vector Wealth VideosOur Goal is to give our clients an understanding and confidence around their financial lives that they have not experienced before
Sojourn at Vector Wealth Management
Articles, News and Vector University
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
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
Recognized as a Top Minneapolis Financial Advisor
This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.
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