A complete list of active advisors currently associated with Vintage Wealth Management Group
Warmer can help you find a great advisor at Vintage Wealth Management Group or one who fits your needs even better.
Vintage Wealth Management Group, Inc. provides discretionary investment management and financial planning and consulting to individuals and families, including trusts, estates, charitable organizations, pension plans and 401(k)/profit-sharing plans. The firm serves both individual and high-net-worth clients and delivers ongoing portfolio management tailored to each client’s stated objectives. The firm’s investment work is individualized and generally long-term in orientation, using Modern Portfolio Theory principles to seek diversified exposure across non‑correlated asset classes and conducting internal portfolio reviews at least quarterly. Vintage may employ tactical tilting, tax positioning and, in limited cases for suitable investors, leveraged ETFs; it typically manages client accounts on a discretionary basis and remains available for periodic client reviews. Vintage is notable among peers for its formal affiliations outside the RIA: the firm is licensed as a health and life insurance agency and the principal is registered as an Investment Adviser Representative with another advisory firm, indicating potential intersections between advisory, referral and insurance activities. The firm also votes proxies for discretionary accounts, recommends Charles Schwab Institutional as its preferred custodian, and maintains a written code of ethics and personal trading oversight.
To learn more about the advisors currently working at Vintage Wealth Management Group, 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 |
|---|---|---|
Charlotte, NC
| 18
|
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