Vector Wealth Management Hires Charlie Gruys as a Financial Planning Specialist
Minneapolis, June 11, 2019 – Vector Wealth Management (Vector), a nationally registered investment advisory firm in its third decade of providing wealth management solutions to clients in Minnesota and nationwide, has hired Charlie Gruys. Charlie will be joining the Advanced Planning Group as a Financial Planning Specialist. As a Financial Planning Specialist, Charlie will be deeply involved in the development and execution of comprehensive wealth planning by utilizing Vector’s proprietary system, Sojourn™.
“Charlie has an impressive background in financial services,” said Sharon Calhoun, Principal and Director of Advanced Planning, “his insights and perspectives in comprehensive, goal-based financial planning is a perfect complement to our team and the services we are so passionate about providing to our clients.”
“I am impressed with Vector’s depth of expertise along with their uncompromising ethics and integrity,” said Gruys. “I’m glad to be a part of a fiduciary team working alongside advisors that always put the client’s interest first. I look forward to developing meaningful relationships with our clients as I gain an in-depth understanding of their financial goals.”
After receiving a Bachelor’s degree in Finance from Montana State University at Bozeman, Charlie joined Fidelity, as an Investment Consultant. Charlie earned his Certified Financial Planner (CFP®) designation in 2015.
About Vector Wealth Management
Vector helps clients have confidence in their financial lives. Rooted in client relationships, Vector’s comprehensive approach to service, utilizing its proprietary application and process Sojourn™, encompasses portfolio management, wealth protection, and focuses on tax, retirement, estate and legacy planning. Vector was founded in 1993 as a fiduciary and is a registered investment advisory firm. Vector now manages $1 billion in client assets and serves over 900 clients nationally. For more information on Vector Wealth Management, visit www.vectorwealth.com or call 612-378-7560.
Media Contact
Ezra Firkins
Communications
communications@vectorwealth.com
612-378-7560