A complete list of active advisors currently associated with Vault Wealth

Warmer can help you find a great advisor at Vault Wealth or one who fits your needs even better.

Vault Wealth serves individuals (including high-net-worth households), business owners, and retirement plans, delivering a range of advisory services under branded programs such as Vault Plan™, Vault Invest™, Vault Estate™, and a tiered Vault Family Office™ offering. Services include financial planning, discretionary portfolio management, retirement plan consulting, estate planning coordination, and limited advisory consulting engagements. The firm’s investment approach blends long-term portfolio construction using mutual funds, ETFs, individual securities, and in-house strategies (notably a Core Equity strategy and a Tactical Strategy that can employ leveraged ETFs and options) with ongoing monitoring, rebalancing, and probability-based scenario analysis informed by historical data. Vault Invest™ is offered through a wrap-fee program that bundles transaction costs into the advisory fee, and the firm typically uses custodians such as Charles Schwab and Altruist while managing discretionary accounts. Noteworthy differentiators relative to many peers include operating as a wrap-fee program sponsor for Vault Invest™ and publicly presenting modeled outcomes: Vault documents the use of historical simulations and probability ranges and advertises hypothetical performance and performance results for its strategies. The firm also emphasizes coordinated planning through its Vault Family Office™ tiers and maintains affiliated businesses (Vault Tax, Vault Realty, Vault Property Management, and Vault Insurance Brokerage) and third‑party estate platforms (Encore/Wealth.com) for implementation support, while making clear those affiliated services are optional and separate engagements.

To learn more about the advisors currently working at Vault Wealth, 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.