VINTAGE WEALTH MANAGEMENT GROUP

Overview

Vintage Wealth Management Group is an independent Registered Investment Adviser structured as a corporation that serves individuals, families and institutional clients. The firm combines financial planning and discretionary portfolio management with insurance brokerage services, billing clients through a percentage-of-assets model and by hourly charges for planning work. Investment activity centers on equity allocations, with a clear preference for exchange-traded equities as the primary building block of client portfolios. Vintage does not act as an in-house capital allocator; instead it sources specialized strategies from outside managers when pursuing alternative exposures. Vintage positions itself to manage both household wealth and smaller institutional or business portfolios. Its advisory activity spans tax-aware planning, ongoing portfolio oversight and customized separately managed accounts that allow weightings and security selection to be tailored to individual client objectives. The firm reports it is not an active ESG investor and focuses on conventional risk-return drivers, while retaining the flexibility to add commodity, energy and real-estate-oriented exposures through third-party fund managers.

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