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Vector Wealth Management Introduces iOS and Android Mobile App for Client Portal
The mobile app for iPhone and Android will enable Vector clients to easily view their portfolio and engage with the Vector team on their devices.
Vector Wealth Management Hires Charlie Gruys as a Financial Planning Specialist
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™.
Vector Wealth Management Hires Michael Nesheim as a Senior Wealth Advisor
Mike’s understanding of wealth management, commitment to delivering excellence while being invested in personal relationships with his clients make him a natural addition to the team.
Vector Wealth Management named in Top 11 Minnesota Financial Advisors and Wealth Managers by AdvisoryHQ
Vector Wealth Management is pleased to be named as one of the Top 11 Minnesota Financial Advisors and Wealth Managers by AdvisoryHQ.
Bunching Charitable Deductions? Don’t Forget the Carryover Rules
The Tax Act of 2017 increased the standard deduction and many people who itemized deductions in the past will now be better off taking the standard deduction. For the charitably inclined, a strategy we have been discussing with our clients is to bunch charitable gifts. While this can be a good strategy, there are limitations.
2019 Five Star Wealth Managers Award Winners
We are pleased to announce that Sharon Calhoun, Robert P. Lawson, Tyler Schelhaas and John Tenley have won a 2019 Five Star Wealth Manager award! Five Star Professional has recognized an outstanding group of Twin Cities-area wealth managers in 2019.
Vector Wealth Management is a Member of the St Paul Area Chamber of Commerce
Vector is pleased to be a member of The Saint Paul Area Chamber of Commerce, a dynamic network of employers and individuals organized to deliver economic opportunity for its members.