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You are not a cookie. We are not cookie cutters.

Objective and comprehensive financial services—designed just for you.

“What’s important to you?”

At Vantage Wealth Management, LLC, we are committed to fostering long-term client relationships. Through our one-on-one process, we develop a deep understanding of each client. The more we understand what’s important to you, the more effective we are at helping you work towards goals that are unique to you.

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We’re here to help you achieve your financial goals.

Vantage Wealth Management, LLC provides a comprehensive approach to your financial security. We proudly offer:

Full-service, completely customized financial plans

Independent, objective opinions about which products and services will address your needs

Our advisor team of CERTIFIED FINANCIAL PLANNER™ professionals, each with at least 10 years of experience and a combined 85 years of experience

When you need us

Planning for your future starts today.

Most major life events affect your finances. But the truth is, it’s always a good time to start thinking about—and taking steps toward—your financial success.

Personal Events

  • Change in marital status

  • Birth of child/grandchild

  • Inheritance or large windfall of money

  • Purchase/sale of property

  • Health changes

  • Large expenditure(s) are on the horizon

  • Getting serious about preparing for the future

Business Events

  • Entering the workforce

  • Change of job/career

  • Purchase/sale of business

  • Retirement

Questions to Ask

  • Do I have enough?

  • How will I generate income in retirement?

  • Are my taxes too high?

  • How can I make sure that I don’t become a burden to my kids?

Interested in speaking with one of our team members? We'd love to talk.

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