Introduction

The Vantage Point Financial Client Experience

At Vantage Point Financial, we entirely believe in the power of the individual choice. We partner with our clients to develop a strategy and course of action based on each individual's personal values, current situation, needs, timeline, and comfort level.

We Believe In

  • Caring for our clients the way that we would want for ourselvesmaking them feel respected, informed, and heard.
  • The importance of knowing our clients and their goals. We want to be just as excited about your dreams as you are.
  • Treating clients like people, not portfolio balances. Having been in the business a long time, we have encountered lots of market cycles and can help keep you on an even keel through the ups and downs.
  • Empowering clients to feel confident about their decisions. Whether you want to take a hands-on role in the investment process or want nothing to do with it, our goal is to make sure you sleep easily at night knowing your money is working effectively for you.
  • Practicing time-tested financial approaches. As your needs or financial picture changes, we'll work with you to adjust your financial plan accordingly.

Our Independence Supports Yours

As true independent financial advisors, we are free to manage your financial life unhindered by the demands and product limitations of a large corporate firm, such as incentives to recommend certain proprietary products that might affect the guidance your receive. Our dedication to fostering your well-being means that our objectives are always aligned with yours. So you can count on the fact that your goals, expectations, and risk tolerance drive every investment recommendation we make.

Our choice to partner with Commonwealth Financial Network®an independent broker-dealer with a more than 35-year history and a client-centric service model that mirrors our ownhelps us maintain our independence.