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.
WE'RE READY TO HELP HARDWORKING PROFESSIONALS AT ANY STAGE OF LIFE
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.