A complete list of active advisors currently associated with Vantage Point Wealth Management, LLC
Warmer can help you find a great advisor at Vantage Point Wealth Management, LLC or one who fits your needs even better.
The firm provides financial planning and wealth management to individuals (including high-net-worth clients), corporate retirement plans, charitable institutions and foundations. Its services span goal-oriented portfolio management, retirement plan design and fiduciary support, insurance analysis, employee-benefit consulting, and related estate and tax planning work. The firm’s investment process combines fundamental, quantitative and technical analysis applied through discretionary portfolio management, with client risk-profile assessments and periodic rebalancing that account for taxes and transaction costs. For clients who authorize an active trading allocation, the firm uses an AI-based forecasting tool to help time trades and implements trading strategies only with written client direction and specified allocation limits. Noteworthy deviations from many peers include an explicit emphasis on retirement-plan consulting — plan design, ongoing fiduciary monitoring and participant education — and materially active insurance activities: advisors are licensed insurance agents, may receive commissions on insurance and annuity sales, and disclose and obtain client approval before recommending commission-based products. The firm operates with a very small advisory staff with the principal serving as the primary advisor and compliance supervisor, coordinates with third-party plan administrators and other outside advisers as needed, and provides continuing-education workshops for centers-of-influence and plan sponsors.
To learn more about the advisors currently working at Vantage Point Wealth Management, 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 |
|---|---|---|
Saratoga Springs, UT
| 13
|
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