Clear Coordinated Planning

Vantedge financial professionals provide comprehensive planning and investment advice to help our clients retire on their terms, maintaining their independence. Retirement means enjoying the most important things in life. The Vantedge team looks after your financial well-being, so you can.

A Process Focused on You

This is achieved in three steps: discover, design, and deploy. Compatible with nearly any financial situation, each step aims to identify important personal objectives and provides a clear path to pursuing those goals.

Partnership for the Long Term

Financial success in the long term starts with a financial plan that coordinates and clarifies the benefits of financial decisions today. Our financial planning is dynamic and updates as your life unfolds. Choosing the right financial partner is the key to success.

WealthPlan 360
Our process is ongoing, comprised of incremental achievements, and focused on outcomes.  As your life unfolds, your plan must adjust with it. WealthPlan 360 keeps you organized, on track and ready to make smart financial decisions.

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.