Monthly Market Update – January 2025
January marked a positive but volatile start to the year for investors amid market shifts and policy concerns....
Special Update: What the DeepSeek Moment Means for Investors
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes - large glass tubes that were...
Why Bonds Present Opportunities in This Market Environment
Interest rates are fluctuating as investors adjust their expectations around economic growth, Federal Reserve rate...
Holistic Wealth Management
Holistic Wealth Management is an integrated and coordinated approach to all areas of Wealth Management. At Vantedge Wealth, our advisors create a collaborative environment with clients to find common sense, easy-to-comprehend approaches to their personal finances.
Our Mission
Our mission is to optimize your financial planning by helping you achieve clarity surrounding your life goals while leveraging the insight of our talented team of professionals.
Our Vision
Offering clients the choice of various financial planning services to create a unified strategy for their diverse needs and goals.
Start Your Journey
Start building your customized financial plan with the help of the team at Vantedge Wealth Management.