At Vector, we understand that you don't want to feel overwhelmed by complex retirement planning, which is why we have simplified the process for our clients, who have in turn, entrusted us with managing over a billion dollars of their assets. When it comes to money during your retirement we know that you want to have confidence and clarity.
In order to do that, you need a simple retirement income plan. The problem is there's too much to consider which can leave you feeling exhausted and uncertain about your future. Don't settle for a wealth plan that you don't understand. Instead have the confidence to pursue your passions with a Vector retirement income plan-centered around you.
In order to do that, you need a simple retirement income plan. The problem is there's too much to consider which can leave you feeling exhausted and uncertain about your future. Don't settle for a wealth plan that you don't understand. Instead have the confidence to pursue your passions with a Vector retirement income plan-centered around you.
Services
Over the last two and a half decades we have focused on one thing - acting in our clients' interests. Serving as a fiduciary is both our promise and commitment. Our mission is to give you an understanding and confidence around your financial life that you may have not experienced before. To meet that objective, we have created SOJOURN, our proprietary wealth management application and approach.
At Vector Wealth Management our goals-based planning approach helps guide our clients through complicated life events and major financial decisions. Our capabilities include: Investment Policy Strategy, General Planning, Tactical Planning, Risk Mitigation, and expertise and compassion around life events and transitions.
At Vector we determine how much of our clients' assets have to be in specific time-frames to help support the income objectives they have in retirement. As you begin to consume from your assured income portfolio, all four portfolios are adjusted to achieve the growth or stability required over the assigned time-frame.
A simple yet powerful dashboard view of your portfolio and client access to the secure document vault. Important topics from tax planning strategies and economic forecasts to estate planning and social security. Each client receives services from an advisor, a portfolio manager, and an advanced planning specialist, enabling clients to benefit from a range of skills and perspectives.
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