Vantaquest

With nearly 30 years of wealth consulting experience, Marty has dedicated his life to helping people align their actions with their values. Ever since he recovered from a devastating stroke at the age of 18, Marty has applied his energy to discovering how to pursue what is truly important in life and to treat relationships meaningfully.

We are proud to support the following local nonprofits. Beyond our work with our clients, we view this as another way we can genuinely apply our core values of humility, excellence, attention, responsibility, trust and sincerity. Transforming over 50,000 lives since 1989, HomeAid works to provide shelter for those in need of a home by building and renovating houses around Orange County.

Each person's wealth is different, which makes partnering to design your financial picture a highly personal and rewarding process. The difference we offer is perspective. We're committed to journeying together toward reaching your destination, so you get to the heart of where you're headed. Every good plan starts with quality options.

How you spend your time defines how you live your life. When everything that matters to you is aligned together, you'll be closer to living a life of purpose. Live your life on purpose. Seek your best outcomes - not just financially, but in all areas of your life. When everything that matters to you is factored into your planning, that's Life Wealth Harmony(R).

Imagine your family communicates with honor and respect, lives in harmony, and intentionally grow closer over multiple generations. This is successful family. We equip family leaders build bridges of unity, continuity and culture within their family while preparing the next generation to receive their financial and emotional inheritance.