Planning & Wealth Management Services

Comprehensive financial planning and 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

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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.

 

Core Values

Integrity + Preparing Relentlessly + Commitment to Clients & Each Other

Financial Planning + Investing

  • 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.

Recent Insights

Featured
The Ten Best Days with David Moser
The Ten Best Days with David Moser

David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)

Well Balanced Vol. 28
Well Balanced Vol. 28

Stock quote: “If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.” Well Balanced Vol. 28 is a round-up of topics helping you get today right.  

What if I don’t have enough to retire?
What if I don’t have enough to retire?

In the discussion, we focus on the significance of scenario planning for financial well-being. By evaluating different financial decisions and their effects on long-term plans, individuals can make more informed choices, with the end-goal of finding greater clarity and confidence in their financial journey. (podcast)

Get more insights on our blog or subscribe to the Well Balanced podcast.

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