Extensive Experience. Robust Resources. Genuine Care.

Guides for
Your Journey

Providing Tailored Wealth Management
Solutions for Your Financial Life and Beyond

Innovative Strategies
for Your Path Forward

When you put your financial life in the hands of a knowledgeable, experienced guide, you may give yourself the freedom to focus on what you love. Through innovative strategies, creative thinking, and thoughtful guidance, we walk with you every step of the way between where you are today, your ideal future, and your desired legacy. We do this by combining our decades of experience with our ability to see life through your eyes. The result? A truly custom and dynamic financial plan that reflects your unique needs today and goals for tomorrow.

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Working in Your
Best Interest, Always

We proudly serve as an independent firm. This allows us to be true and unbiased partners, because we work solely in your best interest. With the full freedom and flexibility our independence offers, we can utilize a wide spectrum of solutions that are tailored to you and your vision for the future.

Our Core Values

At Vantage Point, we have an unwavering commitment to bring immense value to you and your family. You’ve worked hard to build a life you love, and we make it our responsibility to help make sure your assets are working just as hard for you in return.


When joining you on your wealth journey, we strive to be your go-to source for guidance on all aspects of your financial life.


Communication is incredibly important to us. We make it a priority to be available and responsive to address your needs in a timely manner.


We work diligently to build our working relationship on trust by maintaining transparency and being fully committed to your financial well-being.


We help you coordinate all aspects of your financial world and can work closely with your CPA, attorney, and other professionals.


With a keen eye on your evolving needs, we strive to be proactive in our actions and approach your financial life with flexibility and nimbleness.


Our advisors have decades of experience and intentionally pursued certifications and designations that enhance their value as your lifelong financial partner.


We're excited to announce that we've rebranded our firm and aligned ourselves with industry leading companies to better serve our clients. To learn more about these enhancements and the benefits to you, click below.

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