Wealth management has gotten complex. We have a unique process to make it simple.
Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we
manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that
reflects our clients' unique needs. We have authored and developed multiple financial software applications, including
the proprietary SOJOURN® retirement income program.
Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals
with high earning potential, and perhaps most uniquely-individuals with investment real estate.
Clients of Vector Wealth Management can benefit from the following defining characteristics:
- Fiduciary approach acting only and solely in the clients' interest
- Proprietary wealth planning software application, SOJOURN®
- Strategic, customized, tax efficient financial planning
- Collaborative team approach with strong client relationships as a centerpiece
- Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing
volatility
- Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective
wisdom gained from its clients
Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
See Disclosures
Firm Start Year
1993
No. of Employees
20-49
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
https://www.vectorwealth.com/disclosure/
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1884774/retirementplanning-Vector-Wealth-Management-detailed-disclosure.html
Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.