A simple approach to guide you through life events and financial decisions.

Financial Planning & Investing

Since 1993 we have focused on one thing — acting in our clients’ interests.

At Vector, we encourage our clients to:

Take a step back and look at the whole picture, not just what’s in your investment accounts.
Learn how to make informed decisions when planning for the future and get today right.

Understand that financial planning involves more than just investing assets.
Invest in relationships that help you prioritize discernment and balance in your financial life.

Free Assessment

Our mission is to give you an understanding and confidence around your financial life that you may have not experienced before.

Form CRS and other regulatory documents.

Our Clients

Retirees or Approaching Retirement

Have diverse backgrounds and experiences. They plan to have enough money to enjoy retirement.

Business Owners

Understand there are factors to weigh before selling a business, including taxes, economic conditions, and lifestyle goals.

Real Estate Investors

See the big picture and believe all their investments should be working together in concert for clarity and balance.

Executives & Professionals

Integrate benefits, compensation, and tax planning into their unique wealth management plans.

Free Assessment

Comprehensive Financial Planning
& Investment Management

📚 Retirement Planning

📊 Investment Management

📒 Tax Planning

🔑 Social Security & Pension

🏰 Trust and Estate Planning

🏡 Real Estate Integration

🥾 Divorce Settlement Planning

🎭 Charitable Giving & Philanthropy

💼 Business Transition Planning

🧭 Retirement Income Distribution

⚖️ Insurance & Risk Management

🎓 Education Planning

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Recent Insights

Featured

Quarterly Market Review & 2026 Outlook

The S&P 500 closed 2025 with an impressive 17% gain, underscoring the market’s resilience and strength. That strong finish came despite a challenging start to the year. In this update, we revisit what last year’s swings taught us and look ahead to how broader market participation is shaping the landscape for 2026.

Well Balanced Vol. 42

Well Balanced is a round-up of topics to help you get today right. We lead with a stock quote from Eleanor Roosevelt: Today is the oldest you've ever been, and the youngest you'll ever be again.” Vol 42.

Vector’s Client Service Team

Meet the people who keep everything moving behind the scenes—helping clients open accounts, process money movement requests, prepare paperwork, coordinate with custodians, and ensure every detail is handled with care.

Get more insights on our blog and subscribe to the Well Balanced podcast.

The Well Balanced Podcast

Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.

Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.