ABOUT VANTAGE POINT WEALTH MANAGEMENT
VANTAGE POINT WEALTH MANAGEMENT consists of individual independent wealth management advisors that are looking to break away from the pressures of large firms and embrace an independent culture. The Vantage Point Wealth Management offers a comprehensive turnkey platform that allows financial advisors to work with their clients the way they want and give the advice they truly desire.
Our mission is to provide Financial Advisors a platform for their clients with unbiased, independent financial management solutions utilizing traditional investment principles while putting the interest of their clients at the forefront of every decision they make. Advisor in our network endeavor to be the single resource for comprehensive wealth management for successful individuals and business owners with investment advice based on preserving and creating multi-generational wealth.
Vantage Point Wealth Management Mission Statement
1. To maintain the highest standards of practice and integrity in everything we do
2. The attainment of client financial objectives is their highest calling
3. To communicate with our clients clearly and frequently
4. To always work hard to excel beyond our peers and provide the highest caliber of service
5. Each client account will be managed by an experienced investment professional backed by strong, fundamentally driven research
6. To give something back to the communities in which we live and work.
Any product listed on this page is for information purposes only. You should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Past performance is not a guarantee of future performance. You should consult a tax professional before making changes that may effect your taxes.
Our Service Providers