Vantage Wealth Management LLC

Overview

Vantage Wealth Management LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as some institutional relationships and combines advisory work with insurance brokerage. Its advisory offerings focus on comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Vantage charges clients on a percentage-of-assets-under-management basis and also uses hourly billing for certain engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices