A simple approach to guide you through life events and financial decisions.
Featured Podcasts
Financial Planning & Investing
At Vector, we encourage our clients to:
Take a step back and look at the whole picture, not just what’s in your investment accounts.
Learn how to make informed decisions when planning for the future and get today right.
Understand that financial planning involves more than just investing assets.
Invest in relationships that help you prioritize discernment and balance in your financial life.
Our Clients
Retirees or Approaching Retirement
Have diverse backgrounds and experiences. They plan to have enough money to enjoy retirement.
Business Owners
Understand there are factors to weigh before selling a business, including taxes, economic conditions, and lifestyle goals.
Real Estate Investors
See the big picture and believe all their investments should be working together in concert for clarity and balance.
Executives & Professionals
Integrate benefits, compensation, and tax planning into their unique wealth management plans.
Comprehensive Financial Planning
& Investment Management
📚 Retirement Planning
📊 Investment Management
📒 Tax Planning
🔑 Social Security & Pension
🏰 Trust and Estate Planning
🏡 Real Estate Integration
🥾 Divorce Settlement Planning
🎭 Charitable Giving & Philanthropy
💼 Business Transition Planning
🧭 Retirement Income Distribution
⚖️ Insurance & Risk Management
🎓 Education Planning
The Well Balanced Podcast
Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.
Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.
