Communications Communications

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™.

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Bob Lawson Bob Lawson

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.

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Awards, Ranking & Recognition Awards, Ranking & Recognition

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.

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