A financial advisor can be anything from a tax preparer, investment specialist, or insurance agent. Some mask themselves as financial advisors, but simply sell products, such as insurance or stocks, without any sort of fiduciary responsibility. Vantedge’s financial advisors work alongside the Registered Investment Advisor (RIA), Integrated Wealth Concepts, to give our clients the true fiduciary experience. Our team has the credentials, education, and experience to get the job done while also looking out for your best interests.
A CPA is an accounting professional that has the option to specialize in a number of areas in the financial world.
Our prices are not static. The cost of managing a portfolio are drastically different between clients and are based on their level of need. Rest assured that we will thoroughly analyze your situation and only provide those services that you deem necessary.
Personally identifiable information is protected on multiple levels. First, private documents are protected and destroyed as necessary. Second, we have rigorous security standards, including locking our computers when stepping away, putting sensitive information out of sight, and encrypting our emails. Your security is one of our highest priorities.
This is contingent on the scale of your portfolio and personal preference. As markets fluctuate, our advisors might move investments to minimize the impact on your assets. With an in-house Chartered Financial Analyst® (CFA), we’re more than qualified to call the shots. However, it’s your money. We will listen, adjust, and make suggestions as times change and your needs shift. Never hesitate to give us a call.
No. We believe in accepting clients from all walks of life and asset values.