Vantage Point Wealth Management, LLC

Overview

Vantage Point Wealth Management, LLC is an independent RIA structured as a limited liability company and owned by an individual. The firm serves individual and family clients and operates as a capital allocator, meaning it directs client capital to outside managers in addition to managing portfolios directly. Its fee model is mixed — percentage of AUM, fixed fees, and commissions — and the firm also conducts insurance brokerage. Stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm is not identified as an active ESG investor and is not described as a multi-state adviser.

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Location & Offices