About Vector Wealth Management
Over the last two and a half decades we have focused on one thing — acting in our clients’ interests. Serving as a fiduciary is both our promise and commitment.
Our mission is to give you an understanding and confidence around your financial life that you may have not experienced before. To meet that objective, we have created SOJOURN™, our proprietary wealth management application and approach. We define SOJOURN™ as: “a pause in the path of a longer journey”.
What Makes Us Unique?
Fiduciary approach –acting in the clients’ interest. We’re fee-based.
Nearly three decades of guiding clients through life events.
Proprietary wealth planning software application, SOJOURN™
Collaborative team approach with strong client relationships as a centerpiece.
Strategic, customized, tax efficient financial planning.
Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility
History
Our Founder and former Managing Director, Tom Fee, started Vector with the goal of providing clients with a conflict free, client centered approach giving them an understanding and confidence around their financial lives so that they can see the opportunities that are there for them and live life with peace of mind.
Vector Wealth Management, LLC was established as a nationally Registered Investment Advisor (RIA) in 1993. In 2017, SNS Financial Group, LLC acquired a majority ownership interest in Vector Wealth Management, LLC. Together, we continue to do business as Vector Wealth Management.
Core Values
Commitment to clients and each other
Never compromise ethics and integrity
Prepare relentlessly
Continue to raise the bar
Humbly confident
How We Serve Our Clients
Passion
Vector Wealth Management is passionate in helping clients succeed amidst complex financial situations, providing a framework to make confident, smart decisions and ultimately planning for tomorrow while getting today right!
Solutions
Vector Wealth Management uses a team-based approach to financial services, recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise.