A simple approach to guide you through life events and financial decisions.

Featured Podcasts

Blog Posts
3 Timeless Investing Principles
Ezra Firkins, Charlie Gruys
3 Timeless Investing Principles
Ezra Firkins, Charlie Gruys

From time in the market to managing risk beyond market volatility, this discussion will help you understand a case for long-term investing. Listen to our podcast with Vector’s Charlie Gruys.

Ezra Firkins, Charlie Gruys
Market Update October 2024
Ezra Firkins, Jason Ranallo
Market Update October 2024
Ezra Firkins, Jason Ranallo

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

Ezra Firkins, Jason Ranallo
Navigating Divorce: Key Steps for Protecting Your Financial Future
Scott Rose, Sharon Calhoun
Navigating Divorce: Key Steps for Protecting Your Financial Future
Scott Rose, Sharon Calhoun

Whether you're navigating a divorce or simply want to be financially prepared, this podcast episode is packed with actionable advice. From understanding the difference between marital and separate property to safeguarding your credit and updating your financial documents.

Scott Rose, Sharon Calhoun

Financial Planning & Investing

At Vector, we encourage our clients to:

  • Take a step back and look at the whole picture, not just what’s in your investment accounts.

  • Learn how to make informed decisions when planning for the future and get today right.

  • Understand that financial planning involves more than just investing assets.

  • Invest in relationships that help you prioritize discernment and balance in your financial life.

Happy clients jumping for joy.

Our Clients

Retirees or Approaching Retirement

Have diverse backgrounds and experiences. They plan to have enough money to enjoy retirement.

Business Owners

Understand there are factors to weigh before selling a business, including taxes, economic conditions, and lifestyle goals.

Real Estate Investors

See the big picture and believe all their investments should be working together in concert for clarity and balance.

Executives & Professionals

Integrate benefits, compensation, and tax planning into their unique wealth management plans.

Comprehensive Financial Planning
& Investment Management

📚 Retirement Planning

📊 Investment Management

📒 Tax Planning

🔑 Social Security & Pension

🏰 Trust and Estate Planning

🏡 Real Estate Integration

🥾 Divorce Settlement Planning

🎭 Charitable Giving & Philanthropy

💼 Business Transition Planning

🧭 Retirement Income Distribution

⚖️ Insurance & Risk Management

🎓 Education Planning

Recent Insights

Featured
Well Balanced Vol 33
Well Balanced Vol 33

Stock quote: “What is written clearly is not worth much, it’s the ambiguity that counts.” Well Balanced Vol. 33 is a round-up of topics to help you get today right.  

Medicare Updates Q4 2024
Medicare Updates Q4 2024

Medicare annual enrollment is underway through Dec. 7, and millions of individuals may find picking a plan is much harder this year than in the past.

Navigating Memory Care, Life Transitions, and Financial Planning
Navigating Memory Care, Life Transitions, and Financial Planning

In this article, we’ll explore the connection between memory care, major life transitions, and the importance of having a solid financial plan in place.

Get more insights on our blog and subscribe to the Well Balanced podcast.

The Well Balanced Podcast

Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.

Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.

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