Vantedge financial professionals provide comprehensive planning and investment advice to help our clients retire on their terms, maintaining their independence. Retirement means enjoying the most important things in life. The Vantedge team looks after your financial well-being, so you can. This is achieved in three steps: discover, design, and deploy.
Compatible with nearly any financial situation, each step aims to identify important personal objectives and provides a clear path to pursuing those goals.
Compatible with nearly any financial situation, each step aims to identify important personal objectives and provides a clear path to pursuing those goals.
Services
A comprehensive financial plan offers more control and helps organize complex financial situations. At Vantedge, our advisors create a collaborative environment with clients to find common sense, easy to comprehend approaches to their personal finances. Why not start building your personalized plan, today?
The experienced team of professionals from Integrated Financial Partners provide the back-office support so we can offer a fiduciary level of service, which means ensuring that we are always putting our client's interests first. Since 1996, Integrated has been helping financial advisors to achieve their entrepreneurial vision.
Our mission is to optimize your financial planning by helping you achieve clarity surrounding your life goals while leveraging the insight of our talented team of professionals. Offering clients the choice of various financial planning services to create a unified strategy for their diverse needs and goals.
Integrated Financial Partners and Integrated Wealth Concepts are Vantedge's back office support and registered investment adviser. Through these two firms, we are able to leverage a large suite of technology platforms and robust service offerings while maintaining our independence. IFP is the secret ingredient that allows us to provide more options and a streamlined, boutique experience for our clients.
A financial advisor can be anything from a tax preparer, investment specialist, or insurance agent. Some mask themselves as financial advisors, but simply sell products, such as insurance or stocks, without any sort of fiduciary responsibility. Vantedge's financial advisors work alongside the Registered Investment Advisor (RIA), Integrated Wealth Concepts, to give our clients the true fiduciary experience.
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