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.

Vantage Point Wealth Management is an independent registered investment adviser that serves individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, and nonprofit entities. The firm provides financial planning, portfolio design and discretionary portfolio management, qualified and non‑qualified retirement plan design and administration support, and insurance and annuity products. The firm’s work begins with a documented risk‑profile and goal‑oriented planning process to develop customized asset allocations, with ongoing supervision, rebalancing, and consideration of tax and transaction costs. Investment selection emphasizes fundamental analysis for long‑term holdings while using technical analysis and an AI‑forecasting tool to assist with trade timing; trading strategies are implemented only with client consent and written allocation instructions. What is distinctive is the firm’s focus on retirement plan consulting — including a 401(k) “Fiduciary Optimizer,” plan design, participant education/enrollment, and ongoing plan monitoring — services not typical for many small independent advisers. The firm also operates as an insurance broker and sells commissionable insurance and annuity products (with related disclosures and conflict‑of‑interest controls), refers clients to third‑party plan administrators, and offers a separately managed, AI‑assisted stock trading service allocated only to client‑approved portions of accounts.

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.