Vin·tage (ˈvin(t)ij/) adjective: Denoting something of high quality

At Vintage Wealth Advisors, our integrated wealth management strategies were designed to provide individuals and business owners with a full service financial planning experience. Our customized strategies will put clients on the trajectory to reach their ultimate financial goals. We’re not just financial advisors; we’re life advisors who just happen to specialize in money management. We strive to create a meaningful legacy for every client we have the opportunity to work with.

Vintage Wealth Advisor Team

Our Team

Vintage Wealth Advisors has a well-earned reputation of focusing on our client’s needs above all else. For over 20 years we have developed and earned a reputation of focusing on client service and our team is dedicated to guiding our clients to a sound and successful financial future.

Personalized Financial Planning

At Vintage Wealth Advisors, our goal is to design a financial plan that addresses each client’s specific financial needs, in the present and for the future. Our extensive development process for financial plans ensures that clients’ financial objectives will be clearly defined, appropriate solutions will be identified and implemented, and the plan will coordinate with all areas of a client’s financial life.

The Vintage Wealth Advisors Difference

At Vintage Wealth Advisors, we firmly believe that a custom, holistic and proactive approach to investment management is necessary to address the unique needs of our clients. We work with you to maximize portfolio returns through an in-depth assessment of your short and long-term goals, risk tolerance and your financial life in its entirety.