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

Featured Podcasts

Blog Posts
Consumer Confidence, Holiday Spending, and Market Trends
Jason Ranallo
Consumer Confidence, Holiday Spending, and Market Trends
Jason Ranallo

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)

Jason Ranallo
The Art of Business Valuation & Exit Readiness
Jason Ranallo
The Art of Business Valuation & Exit Readiness
Jason Ranallo

In this podcast, M&A attorney Matthew Hartranft shares practical strategies to prepare your business for a successful exit. From understanding your business’s true value to leveraging negotiations, discover actionable insights that maximize outcomes in today’s dynamic market.

Jason Ranallo
Inside Senior Living Interview
Joe Grochowski, Podcast
Inside Senior Living Interview
Joe Grochowski, Podcast

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

Joe Grochowski, Podcast

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
Consumer Confidence, Holiday Spending, and Market Trends
Consumer Confidence, Holiday Spending, and Market Trends

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)

The Art of Business Valuation & Exit Readiness
The Art of Business Valuation & Exit Readiness

In this podcast, M&A attorney Matthew Hartranft shares practical strategies to prepare your business for a successful exit. From understanding your business’s true value to leveraging negotiations, discover actionable insights that maximize outcomes in today’s dynamic market.

Well Balanced Vol 34
Well Balanced Vol 34

Stock quote: “Happy is the man who can make others better, not merely when he is in their company, but even when he is in their thoughts!” Well Balanced Vol. 34 is a round-up of topics to help you get today right.  

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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