“We are a wealth manager acting as each client’s CFO.”
We realize that this is a bold statement. It implies that this clarity around their financial lives is something our clients had not experienced in prior financial relationships. This unique value is accomplished partially through a proprietary software application, PensionTRAC™, developed over the last 15 years by Vector. The PensionTRAC™ allows us to capture and retain the unique aspects of our client’s financial lives and create a visual presentation of the possibilities. The key to all of this is no more complicated than the following truth: all of us make our best decisions when we have enough information and understanding about what we need to decide.
It is the same when it comes to financial decisions. The challenge is the number of variables we need to understand before we can be confident in our future- whether you have $750,000 or $7,500,000, the issues are the same.
Get today right.
What we have learned from our clients, and what motivates us each day, is helping our clients get today right. Our experience has shown us that when our clients have more confidence about tomorrow's possibilities they do a better job of enjoying today.
Vector Wealth Management is a comprehensive wealth management firm that is focused on meeting our clients’ financial objectives. Since its founding in 1993, we have helped hundreds of clients make the transition from wealth accumulation to wealth distribution. Our size allows us to give our clients personalized attention and to provide a collaborative approach that is unique to each individual client.
Our core services include:
- Personalized Pension-TRAC™ development
- Asset management (portfolio review and structure)
- Financial consulting (retirement investments)
- Retirement planning and income distribution strategies
- Wills and trusts (facilitate)
- Estate planning (401(k) review, profit sharing, pension design and management)
- Tax strategies
- Protection planning (insurance analysis and advice)
- Mortgage banking
- Charitable giving
- Business continuation
- College education funding
The PensionTrac™ helps us determine your specific investment policy so that your invested assets will have a high probability of delivering a pension-like stream of income to you.
We meet with you regularly to evaluate your progress toward your goals and to answer questions. We also provide you with written progress reports.
