Advisor at Vantage Point Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vantage Point Investments, Inc.
Location
Herriman, UT
Credentials
Series 66
Industry experience
18 years
Matthew Hess is a financial advisor at Vantage Point Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Vantage Point Investments since 2014, following a two-year tenure at Sprout Financial LLC. Outside of advising, he is involved in custom furniture and woodworking projects and offers business consulting services related to structure, valuation, and pricing. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides ongoing portfolio management and project- or hourly-based financial planning, emphasizing individualized portfolio construction and diversified strategies including ETFs, mutual funds, individual securities, and limited options strategies.
Based on Vantage Point Investments, Inc.
Based on Vantage Point Investments, Inc.
Herriman, UT
Utah
Sprout Financial LLC
2018 - 2020 (2 years)
Vantage Point Investments
2014 - Present (12 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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