A complete list of active advisors currently associated with Vinepath Wealth LLC
Warmer can help you find a great advisor at Vinepath Wealth LLC or one who fits your needs even better.
VinePath Wealth provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients, and also serves employer retirement plans in a 3(21) fiduciary capacity. The firm’s services include ongoing portfolio management, written financial planning, and assistance with plan investment policy and participant education. Investment recommendations are tailored to each client’s goals, time horizon and risk tolerance, and the firm uses a mix of fundamental, technical and portfolio‑construction techniques — including the use of options and both long‑ and short‑term strategies where appropriate. VinePath may hire third‑party sub‑advisors to implement models and executes periodic account reviews and rebalancing through custodial platforms it uses for client accounts. The brochure discloses aspects that are less common among peers: the principal maintains an independent insurance practice and receives external compensation from insurance sales, a potential conflict the firm discloses and says it mitigates, and the firm routinely engages third‑party sub‑advisors and custodial relationships (Altruist and Charles Schwab) rather than acting solely as a standalone advisory provider. VinePath manages roughly $7.9 million for about 44 clients, provides ERISA plan services, and does not accept proxy‑voting authority for client securities.
To learn more about the advisors currently working at Vinepath Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakeville, MN
| 5
|
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