Comprehensive Wealth Management

Unlock the ultimate in financial empowerment with our Comprehensive Wealth Management service at Vault Wealth. Imagine having both our Vault Plan™ and Vault Invest™ seamlessly integrated into one comprehensive, ongoing solution designed exclusively for you.

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Introducing Comprehensive Wealth Management

Ongoing Support and Coordination

Achieve Financial Freedom

At Vault Wealth, we specialize in comprehensive wealth management, integrating financial planning and investment management to help you Live Free, Financially. Our approach isn't just about creating a plan—it's about ongoing planning that adapts to your life and goals. We become your Personal CFO, coordinating and orchestrating all aspects of your financial life.

Your Personal CFO

We are dedicated to providing ongoing support, serving as your Personal CFO to ensure that all aspects of your financial life are aligned and optimized.

Our goal is to give you a global view of your total financial picture, aligning your financial habits and actions with your vision and values for the future.

Adapting to Life's Changes

Life changes, and so do your financial needs. Whether it's in three months or three years, new opportunities and challenges will arise.

We stay on top of things, helping you adjust your financial strategies as life unfolds, ensuring you're always in a position to make the next best financial decision.

Our Commitment

We believe in building long-term relationships with our clients, continuously refining and adjusting your financial plan to stay in sync with your evolving goals.

Our comprehensive approach ensures that you are prepared for whatever life brings, helping you stay on track towards financial freedom.

The Vault Wealth System

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Are you tired of fragmented financial advice? At Vault, we understand that your financial life is interconnected. That's why we've developed the Vault Wealth System™, a comprehensive approach that addresses all aspects of your financial well-being.

Gone are the days of piecemeal planning. With Vault, you'll have a dedicated team who coordinates across four essential areas, ensuring a holistic and enduring financial strategy. From investments to retirement planning, taxes to estate management, we've got you covered.

Experience peace of mind knowing that your financial future is in expert hands. Say goodbye to stress and uncertainty – with Vault Wealth, you can focus on what truly matters while we handle the rest.

Live Free, Financially.
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The Process

What’s Known

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Starting with what’s known gives us a clear understanding of where you’re at today.

What’s Important

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We want to find out exactly what’s important to you. Not what Google tells you is important.

What’s Possible

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Here’s where we find out exactly what’s possible for you. Work optional 10 years early? Yes please.

What’s Next

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We’ll give you clear
action steps and timelines so you always know what’s next.


Plans that make sense

Simple, transparent pricing. Try risk free for 30 days.


Clients who want something a little more than what is offered out of the box

Vault Plan™

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.

Vault Invest™

An all-in-one customer service platform that helps you balance everything your customers need to be happy.