At Vintage Wealth Advisors, our integrated wealth management strategies were designed to provide individuals and business owners with a full service financial planning experience. Our customized strategies will put clients on the trajectory to reach their ultimate financial goals. We're not just financial advisors; we're life advisors who just happen to specialize in money management.
We strive to create a meaningful legacy for every client we have the opportunity to work with. Vintage Wealth Advisors has a well-earned reputation of focusing on our client's needs above all else. For over 20 years we have developed and earned a reputation of focusing on client service and our team is dedicated to guiding our clients to a sound and successful financial future.
We strive to create a meaningful legacy for every client we have the opportunity to work with. Vintage Wealth Advisors has a well-earned reputation of focusing on our client's needs above all else. For over 20 years we have developed and earned a reputation of focusing on client service and our team is dedicated to guiding our clients to a sound and successful financial future.
Services
Vintage Wealth Advisors has a well-earned reputation of focusing on our client's needs above all else. For over 20 years we have developed and earned a reputation of focusing on client service and our team is dedicated to guiding our clients to a sound and successful financial future. John Cordeiro is the President of Vintage Wealth Advisors where he provides clients with invaluable financial guidance as a wealth advisor.
LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best; help their clients attain their financial goals and fulfill their dreams.LPL Financial understands that providing Americans with investment advice is critical to their financial security.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best; help their clients attain their financial goals and fulfill their dreams.LPL Financial understands that providing Americans with investment advice is critical to their financial security.
Vintage Wealth Advisors places our clients' needs at the forefront of every financial decision. We are independent advisors, which means we provide clients with advice, centered on their specific needs and concerns. Our team is not here to push proprietary products. We simply provide objective, advice to help our clients pursue financial independence.
At Vintage Wealth Advisors, our goal is to design a financial plan that addresses each client's specific financial needs, in the present and for the future. Our extensive development process for financial plans help ensure that clients' financial objectives will be clearly defined, appropriate strategies will be identified and implemented, and the plan will coordinate with all areas of a client's financial life.
Our investment management services and capabilities go hand-in-hand with the development of each client's detailed financial plan. We work to construct completely custom investment portfolios that accurately reflect clients' risk tolerance, short and long-term investment objectives and time horizon.
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