Vantage Point Wealth Management

Vantage Point Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), corporations, and retirement plans. The firm also delivers ERISA 3(21) fiduciary services for qualified retirement plans, offers participant education and plan consulting, and sponsors a wrap fee program.

The firm implements portfolios using a mix of in‑house advice, third‑party managers, and multiple LPL Financial advisory platforms (including separately managed accounts, model portfolios, and an algorithm‑based Guided Wealth Portfolios service). Investment analysis may include both fundamental and technical approaches, and client accounts are reviewed on at least a quarterly basis with rebalancing and ongoing monitoring; VPWM also acts as a liaison to TPMs and monitors their performance for clients placed with those managers.

Distinctive features relative to many peers include the firm’s broad use of LPL’s program lineup (including an algorithmic managed service and a Small Market Solution for participant‑directed plans), its practice of receiving referral or ongoing compensation from third‑party managers, and the dual‑registration of some advisors as LPL registered representatives (with related transition assistance and third‑party economic benefits disclosed). The firm also limits proxy voting by having clients receive and vote their own proxies through the custodian.