INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES
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IMPORTANT CLIENT INFORMATION
Vantage Point Wealth Management Advisors want you to feel comfortable about your financial future. That is why we offer a broad range of products and services, including Advisory services with Saxony Capital Management, LLC., Variable Annuity Products and Insurance Products.
Vantage Point Advisors have your best interest in mind with their experienced back office staff and up to date technology. Pershing, the clearing firm, offers a wide array of products and services that gives you the solutions you are seeking to help reach your investment goals
TECHNOLOGY SOLUTIONS FOR CLIENTS
NetExchange Client
NetExchange Client provides you with an essential solution for managing your investments online. By utilizing this platform, you will be able to manage your financial portfolios in an efficient and user-friendly environment. This convenient service is at your fingertips day and night, seven days a week.
myedocumentsuite
this service enables you to view account documents online, and is provided on behalf of your financial organization by Pershing LLC (member FINRA, NYSE, SIPC), a subsidiary of The Bank of New York Mellon Corporation
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