Better together.
We integrate investments, taxes, and estate planning to design solutions aimed at
maximizing your total wealth.
Meeting you exactly where you are and guiding you to where you want to be.
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All with the precision and care your wealth deserves.
Investment strategies that think ahead. We craft forward-thinking portfolios that adapt to market conditions while staying true to your long-term objectives.
Tax solutions that work smarter. We implement year-round tax strategies integrated with your investments, income, and estate planning.
Retirement strategies built to last. We address withdrawal strategies, income optimization, and healthcare planning to secure decades of financial independence.
Estate plans that protect what you've built. We design structures that efficiently transfer wealth and honor your intentions. Your legacy starts here.
Planning your roadmap to freedom. A CFP® pro will examine every aspect of your financial picture to create the foundation of the life you want to live.
Take a closer look.
See your wealth in stunning clarity.
Our interactive planning tools will transform the way you see your wealth.
Drag, drop, and adjust your financial future in real-time.
A CFP® professional will help turn your most complex decisions into simple choices.
For illustrative purposes only.
Our story.
A different kind of wealth management.
​​​​We pride ourselves on our independence as a fee-only fiduciary. This means we can provide you with an unbiased view, free of corporate agendas, commissions, or product sales targets.​
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Our top priority is you.
INDEPENDENT
INVESTMENT
ADVISOR
Your best interests will always be our top priority.
We adhere to the highest standards of ethics and care.
FEE-ONLY
FIDUCIARY
Our incentives are aligned, so we do well when you do well.
Designed to make a difference.
​We believe meaningful financial advice can only emerge after deeply understanding who you are, what you value, and where you want to go.
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This isn't just our philosophy. It's how we begin every client relationship.
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Defined by your terms. Supported by our expertise.
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This is wealth management reimagined.
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This is Vault Private Wealth.​​​​
We have your back.
​​Dedicated CERTIFIED FINANCIAL PLANNER™ expertise is here for you.
CFP® professionals adhere to the highest standards of ethics and provide clear, objective advice you can trust.
​We integrate all aspects of your financial life with a personalized touch. Always committed to making your best interests our top priority.​​
THE STANDARD
OF EXCELLENCE
®
86%
Of clients prefer an advisor who has passed a certification exam and rigorous education program.
84%
Of clients who worked with a CFP® professional are extremely or very satisfied.
71%
Of clients who worked with a CFP® professional are more confident about their finances.
Source: CFP® Board, The Standard of Excellence in Financial Planning
