What You Can Expect

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