facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Your Unique Life. Our Guided Approach.

Financial Planning + Independent Advice.

Let's Get Started >

Empowering You to Pursue Your Financial Dreams.

Would you go on an extended vacation or cross-country road trip without planning your destinations, hotel accommodations, spending budget, etc.? Of course not! So why do so many people approach retirement without a detailed plan to prepare for the expected and unexpected? We are Vantage Wealth Management and we help our clients see a path towards achieving their financial and life goals.

We are fiduciaries offering full-service, fee-based financial planning focused on helping hardworking professionals at any stage of life and wealth. While we are located in Danbury, CT, we proudly serve clients nationally.

We have developed and refined a process to help our clients put all the pieces of the financial puzzle together. It’s a dynamic process that adapts as their lives unfold and their needs evolve. We call it our L.I.F.E. process:

L - Learn about what’s important to you and your family.

I - Investigate your entire financial situation.

F - Formulate a plan.

E - Execute the strategy.

Role We Play for Clients:

  • Source of knowledge – When you have questions, it’s our job to have answers.
  • Steward – Understand where you want to go, where you are now, the optimal path to take, pitfalls to avoid, etc.
  • Guardian – Making a commitment to the “future you”.

Outcomes We Strive to Deliver:

  • Equipped – A clear understanding of your current financial status – as well as your future goals.
  • Confident – “A Business Plan for Life” (personalized guidance and leadership through multiple “What if...?” scenarios based on your unique goals and lives.
  • Alignment – Your plan is fully aligned with what you want to accomplish.

How we do what we do. Our process is:

  • Dynamic – Our process will adapt as your lives change and your needs evolve.
  • Diligent – We have the expertise and vigilance to navigate a rapidly changing environment.
  • Disciplined – We remain focused on your goals and the strategies that can deliver results.

We Serve People Who Value an Honest Relationship.

We collaborate with individuals and families who value transparency, honesty and direct solutions.

Your time is valuable and the financial challenges you face can be burdensome. Whether you’re managing large student loan debt or looking to start your own business, Vantage Wealth Management has the experience to help you make sense of your entire financial picture.



Do You Know the Key to a Rewarding Retirement?

No matter the profession, everyone’s greatest fear about retirement is running out of money. In our opinion, the most important and often overlooked factor in determining whether you will have a successful retirement is having a firm grasp on your spending in retirement.

We help clients develop retirement strategies with the goal of making their money last longer.

Fee Based Financial Planning for Any Profession

The sad reality is many financial advisors offer products and services to give you a “one size fits all” retirement plan approach.

That’s something we don’t believe in.

Instead, we work with my clients to develop personalized strategies centered around their unique needs. And, our fee-based philosophy means we are not incentivized to sell particular products or services, only what we believe is in your best interest.

Everyone's life goals and financial circumstances are unique and require individual attention. We will work with you to understand your individual situation and develop a customized plan that suits your individual needs and goals through all stages of life and wealth.

In-Person & Virtual Financial Planning Services

In addition to providing in-person appointments, we’ve embraced technology and moved beyond a traditional office space. We’ve chosen to build a practice focused more on convenience and efficiency. We will work with you no matter where you are located in the country by using the latest communication technology. We can talk on the phone, do a video chat session, email, or we can meet face to face at our office in Danbury, CT. We are also available to meet in Rye Brook, NY by appointment only.

Let's Get the Conversation Started

Are Your Finances Keeping You Up at Night?

Financial Advice for All Stages of Life and Wealth

As a general practice we serve clients from all backgrounds and lifestyles. Our day-to-day work focuses on addressing and solving our clients most pressing needs from complex wealth transfer strategies to retirement planning to creating a realistic budget to start saving. We have a process that enables our clients to take deliberate actions to help accomplish what's most important to them.

Learn more about how I can help you address your financial concerns.

Anthony Veiga Photo

Anthony Veiga

Managing Partner | Wealth Advisor

Anthony has been a financial professional building relationships with his clients since 2005. Prior to Stratos, Anthony spent a combined total of twelve years at Wells Fargo Advisors, and its acquisition, Wachovia Securities. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation he had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

Realizing that one of the biggest risks to investors are the common emotional and behavioral mistakes they make with their investments, Anthony also dedicated himself to earn the BEHAVIORAL FINANCIAL ADVISOR™, or BFA™ designation. To earn this designation, practitioners must pass a proctored exam demonstrating the knowledge and process of helping clients make smarter financial decision by focusing on their goals and values; and realizing when emotions may be causing a forced sense of fear or exuberance. Many people can identify with the urge to sell their investments when markets get volatile or chasing returns on a high-flying stock and Anthony has a process to help rationalize these decisions. 

As a Wealth Advisor, Anthony helps clients manage their assets through life planning.  Using a thorough and holistic investment approach, he helps clients develop and implement strategies for building wealth and realizing their life goals. His mission is to provide personalized and timely financial advice and guidance with the highest level of professional service.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies used to help keep you on track toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As a Vantage Wealth Management client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact – me.

Anthony was born and raised in Yonkers, New York.  He relocated to Ridgefield Connecticut in 2014 with his wife, Kelly, and two sons, Thomas and Michael. He received a BS in computer information systems from Manhattan College. Later, he went on to Northeastern University in Boston, where he attained both an MBA in Finance and International Business Management and an MS in Finance. Anthony was recognized by Beta Gamma Sigma, the international business honors society, upon graduating in the top of his class from Northeastern. Anthony has a strong commitment to helping his clients pursue their financial goals. He believes the first step in serving his clients is listening to them, creating a collaborative financial planning process that results in defined expectations and a better understanding of personal financial management.

In his spare time, Anthony enjoys spending time with his family, outdoors activities such as camping, hiking and backpacking, watching sports (the pros and his kids), and is a proud member of the Ridgefield Volunteer Fire Department. 

Schedule a Complimentary Consultation!

Joseph Celiberti Photo

Joseph Celiberti

Managing Partner | Wealth Manager

Joe received his Bachelor’s degree and MBA from Iona College. He is a former board member of the Juvenile Diabetes Research Foundation, a charitable organization dedicated to funding diabetes research. He also is a Board member for the Western Junior Colonials Youth Hockey League. In his spare time, he enjoys playing Golf, Softball, and Hockey. Joe currently resides in Ridgefield, CT with his high school sweetheart, Carolyn, and their three children, James, Colin, and Andrew.

Joe has over 20 years of experience in the financial services industry. He was previously the founder of Elite Lending Services, and held management positions at United Rentals, and Kisco Retirement Communities. Joe currently holds his Series 7 through LPL Financial and 66 securities licenses through LPL and Stratos Wealth Partners and is licensed to sell Life, Accident, and Health Insurance.

Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.

Michael O'Brien Photo

Michael O'Brien

Managing Partner | Director of National Sales

Mike is Managing Partner and the Director of National Sales with Stratos Wealth Partners, an independent, partner-run wealth and financial management firm.

In his current role, Mike creates and implements business development strategies across the Stratos enterprise with Field Leadership partners, and drives the recruitment, development, growth and acquisition of financial advisory teams in the Northeast Region of the country.

With over 25 years of experience in financial services, Mike has attained various field sales organization and distribution-level leadership positions throughout his career.  Mike began his career in the industry as a Financial Services Representative with Dreyfus Corporation.

Mike earned his degree from Fordham University in New York, is an Investment Advisory Representative with Stratos and holds FINRA registrations though LPL Financial. He spends his personal time enjoying his family (including “Chase” the Bernedoodle), skiing, cycling and golfing. He lives in Garden City, New York.

In 2022, Mike will be biking with lifelong friends in the “Gravel Grinder Tour of the Canyons” a 165-mile bike tour from Grand Junction, Colorado to Moab, Utah.

Kate Sweetman Photo

Kate Sweetman

Director of Transitions

Kate joined Stratos Wealth Partners as a Transition Specialist in 2016. Prior to joining Stratos, Kate was a licensed Insurance Agent and Registered Representative with Farmers Financial Services. She currently holds her FINRA Series 6 and 63 registrations with LPL Financial.

Kate has developed a keen understanding of the challenges and concerns faced by Small Business Owners after working closely with them for over 13 years. A passion for small business and commitment to Customer Service make the Transitions Team a great fit.

Kate is located in our San Diego location and lives with her husband and two children. She spends most of her free time on the sidelines of her kid’s soccer and baseball games or at the beach.

Kevin Elvington Photo

Kevin Elvington

Director of Marketing

Kevin Elvington is the Director of Marketing for Stratos Wealth Partners, Ltd. He is responsible for managing the development, communication, and implementation of all marketing strategies and initiatives. Kevin focuses on building the Stratos brand and increasing brand awareness through public relations, website development and maintenance, advertising, email, social & print media campaigns, recruiting, competitive analysis and new marketing opportunities.

Kevin has more than 20 years of traditional and digital marketing experience. He has helped build brands for several Start-up companies, as well as, large corporations like Progressive Insurance.

Kevin is also very active in his church and community.  He serves as a leader in his local Trail Life USA boys troop and has started and participated in many character-building programs. He resides in Garfield Heights, OH with his wife and six children.

John Nichol Photo

John Nichol

Chief Investment Officer

Chief Investment Officer and Portfolio Manager with Fundamentum Investment Management. A senior investment executive with 27+ years of success integrating fundamental analysis, quantitative research, technical, and derivative management strategies to meet portfolio management objective, risk, and performance goals.

Prior to joining Fundamentum, John worked for Equity Bank Trust & Wealth Management, Federated Hermes, Inc., Public Employees Retirement System of Ohio, and the U.S. Department of Treasury – Office of Thrift Supervision.  He has been in the investment industry since 1992, including 19 with Federated Hermes Inc. where he had been both a securities analyst, senior portfolio manager, and Growth & Income Group Head. 

He is a graduate of The Ohio State University with a Bachelor’s degree in Finance and Economics and received his MBA from The Ohio State University in 1992. John holds the Chartered Financial Analyst (CFA) designation.

John actively follows current events and has a passion for all types of history, ranging from Ancient to Modern times.  John is a sports enthusiast and a gym “junkie” who loves to workout, bike, and row.

The Stock Market Fluctuates.

We Will Help You Stay The Course.

Behavioral Coaching to Provide Meaningful Guidance

We help create distinct plans for our clients that seek to address the inevitable ups and downs of the market. More importantly we seek to be your voice of reason during volatile times. Having a disciplined strategy in place to address your unique and specific goals is critical in avoiding many of the emotional mistakes investors make during turbulent times.

We are committed to providing a client-centered experience based on education. Money does not have to be complicated. By teaching you about the financial markets and our principled approach, you can feel confident in your ability to make sound decisions that can benefit you and your family in the long run.

Our streamlined process helps you focus on the things that matter most so you can enjoy your life more. Together, we create a thoughtful plan that can guide you toward realizing your most important life goals.

Tuning Out the Noise

Let us help you focus on your destination so you can enjoy the ride.

Schedule a Meeting

Learn More About Us

Learn More About LPL Financial

Learn More About Stratos Wealth Partners

Learn More About Our L.I.F.E. Planning Process

Frequently Asked Questions

Financial Research & Insights

Getting Started is Easy and it Begins with a Conversation.

To learn more about how we can help you build the ideal retirement plan based on your values, priorities and life goals please contact me by completing the form below or giving me a call.

We look forward to serving you!