Full Vault Wealth logo with Vault on top and Wealth below

Ready to worry less about money?

Live Free, Financially.

Integrate your Financial Planning & Investment Strategies
with our suite of Personal CFO Services

Vault simple logo, white V with arrow as right side and teal dot below the V

Know Where You Stand

Vault simple logo, white V with arrow as right side and teal dot below the V

Know Where You Want To Go

Vault simple logo, white V with arrow as right side and teal dot below the V

Know How To Get There

Does this sound like you?

We've met with a lot of individuals, families, and business owners. We find we bring the most value to people who identify with one or more of these issues.

Many individuals struggle to create a cohesive financial plan that integrates all aspects of their financial lives.

Integrated Financial Planning provides a holistic approach, combining budgeting, saving, investing, tax planning, estate planning, and risk management to ensure all financial areas are covered.

Individuals often find it challenging to define and prioritize their financial goals.

We help you clearly define your short-term and long-term financial goals, such as buying a home, funding education, retirement planning, or starting a business, and create a roadmap to achieve these goals.

Worried about protection from job loss, medical emergencies, or market downturns?

By incorporating insurance, emergency funds, and diversified investments, Integrated Financial Planning ensures that individuals are prepared for potential financial risks.

Many individuals lack the expertise or time to effectively manage their investments.

Professional investment management services provide expertise in asset allocation, portfolio management, and regular monitoring to optimize investment returns while aligning with the individual's risk tolerance and goals.

Without proper estate planning, individuals may not effectively transfer wealth to their heirs or chosen beneficiaries.

This approach ensures that individuals have wills, trusts, and other estate planning tools in place to manage the distribution of their assets according to their wishes, minimizing legal complications and taxes for heirs.

Financial uncertainty and lack of a clear plan can lead to stress and anxiety.

By having a well-structured financial plan and professional management of investments, individuals can worry less about their financial future and enjoy a greater sense of security and freedom.

Share team inboxes

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

Deliver instant answers

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

Manage your team

Measure what matters with Untitled’s easy-to-use reports. You can filter, export, and drilldown on the data.

Connect with customers

Solve a problem or close a sale in real-time with chat. If no one is available, customers are seamlessly routed to email without confusion.

Don’t just take our word for it

Here's what's being said about us on Google.
"We’ve been using Untitled to kick start every new project and can’t imagine working without it."
Candice Wu
Product Manager, Sisyphus
"Love the simplicity of the service and the prompt customer support. We can’t imagine working without it."
Mollie Hall
Web Developer, Sisyphus
"Untitled has saved us thousands of hours of work. We’re able to spin up projects in hours."
Kelly Williams
Head of Design, Layers
"Love the simplicity and the prompt customer support."
Koray Okumus
UX Designer, Circooles
"We’ve been using Untitled to kick start every new project. I can’t imagine working without it."
Lyle Kauffman
Data Engineer, Catalog
"We’ve been using Untitled to kick start every new project and can’t imagine working without it."
Candice Wu
Product Manager, Sisyphus
"Love the simplicity of the service and the prompt customer support. We can’t imagine working without it."
Mollie Hall
Web Developer, Sisyphus
"Untitled has saved us thousands of hours of work. We’re able to spin up projects in hours."
Kelly Williams
Head of Design, Layers
"Love the simplicity and the prompt customer support."
Koray Okumus
UX Designer, Circooles
"We’ve been using Untitled to kick start every new project. I can’t imagine working without it."
Lyle Kauffman
Data Engineer, Catalog
Features

The Vault Wealth System

Bullseye Example
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.
Bullseye Example

The Process

What’s Known

Pie chart

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

What’s Important

Hand held out with a heart shape above the hand to symbolize we care about what's important to you

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

What’s Possible

Bar chart moving upwards with people appearing to be building it with the Vault Bullseye logo on top to symbolize Vault building your plan

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

What’s Next

Map locator symbol to symbolize we'll help you know where to go next after you get your plan

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

You have a
God-given purpose.

Is your relationship with money serving as a catalyst in
accomplishing that purpose or a culprit in sabotaging it?

Features

We are different, by design

The value we bring to every client is unique. We take the time to understand who you are, what drives you, and where you find purpose.

What matters the most

Forget money for a second, what is your why? What is driving you to have a plan? We always start there, if it matters to you, it matters to us.

Deliver instant answers

We've worked hard to create tools designed to help you know exactly where you are and what you're working towards.

Monitor your investments

The client portal offers in-depth performance reporting so you'll always know how they're doing and what role they play in your plan.

Cookie-Cutter...less

We don't believe in putting people in a box. We let your values and vision drive the solutions we present.

Clear & Transparent

We don't believe in hidden agendas or hidden fees. Our pricing is clear and easy to understand.

Our people make the difference

We genuinely care about our clients. There's no corporate agenda driving results at your expense, we're your team every step of the way.
Services

Our services put clients first

At Vault Wealth, innovation is our currency. From cutting-edge tools to personalized strategies, we continuously evolve our services to meet you at the forefront of your financial journey, ensuring every aspect of your wealth is expertly managed and optimized.

Vault Plan™

Discover the Vault Plan™ Service from Vault Wealth, tailored to suit your unique circumstances and goals. It's your opportunity to experience the power of our Vault Wealth System™ firsthand, while we explore the potential of our longterm collaboration. Our focus is on laying a solid foundation for your financial future, whether you choose to continue with us or not.

Learn more

Vault Invest™

Elevate your investment game with the Vault Invest™ Service from Vault Wealth. We specialize in crafting bespoke portfolios, meticulously tailored to your unique financial goals and risk tolerance. Our comprehensive approach includes a diverse range of investment options such as individual stocks, bonds, ETFs, options, mutual funds, and more, both public and private.

Learn more

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.

Learn more

Vault Estate™

Elevate your estate planning with Vault Estate™ Service, a collaboration between Vault Wealth and EncorEstate Plans (Encore). Encore is renowned for its expertise in crafting comprehensive estate planning documents, including trusts and other vital legal instruments.

Learn more

Retirement Plan Consulting

Empower your employer retirement plan with our tailored advisory and consulting services, designed to meet the unique needs of both the plan and its fiduciaries. At our core, we're committed to providing comprehensive support and guidance to help you navigate the complexities of employer retirement plans with confidence.

Learn more

Advisory Consulting Services

Elevate your business, real estate, and financial decisions with our targeted consulting services. Designed to address specific needs outlined in your custom agreement, our Advisory Consulting Service provides expert guidance on a range of topics crucial to your success.

Learn more

Frequently Asked Questions

These are some of the most common questions we get asked that we haven't addressed already, enjoy!
What are the next steps to get started?

Getting started couldn't be easier, just reach out to us at hello@vaultwealth.us, give us the verbal "Let's go!", and we'll get you going. We've worked hard on our onboarding process and signing up with us can take as little as 5 minutes! We want the process to be smooth and easy for you so you can relax and Live Free, Financially.

How do you get paid?

We believe there is an inherent conflict of interest when you're working with a large insurance or investment company who's only pushing certain products. How can you trust that the advisor you're talking to truly has your best interests at heart when they make a huge commission on some new annuity or life insurance policy? You can't, which is why we don't work on commission or charge any trading/transaction costs. We structure our fees to put us in a fiduciary relationship with you, meaning we are required to do the best thing for you at all times. Our fees are clear, transparent, and aligned with your specific goals in mind.

What is it like meeting in your office?

Believe it or not, we get this question from time to time and we've worked hard to create an environment that feels comfortable and where you feel less like a stranger and more like family. Put some time on our calendar and give us a chance to be good hosts, we don't like high pressure environments, we enjoy making and building relationships the most!

What are your qualifications?

For us, it starts and stops at the Certified Financial Planner, or CFP®. The CFP® designation is the "gold standard" in our industry and goes far beyond the minimum requirements needed to work at any firm. The CFP® designation requires continuous learning and ensures that your advisor is taking a holistic approach, looking at every angle, never focusing on one aspect of your financial journey in a silo. With Vault Wealth, you'll have access to a CFP® who will ensure your plan is complete.

How will we communicate with you?

We are geared to go as fast or as slow as you want to during your Vault Plan™ buildout, after that, we'll reach out periodically with items from the 4 key areas of the Vault Wealth System™ to prompt different conversations throughout the year. We know life gets crazy and things change, so we are always just a phone call or email away from you, no limits.

You'll of course have access to your Vault Plan™ via the client dashboard where you can see your plan, investment performance, tasks, and more.

What do you love most about your job?

The best part of doing what we do is watching clients light up when they see possibilities that they never thought were possible, or when we show our clients how we genuinely listen and care.

We are passionate about our job, and our job is building the foundation for you

Who We Serve

Some advisors only serve one kind of client, but we don't put our clients in the proverbial "box". We realize that we quite literally put them in boxes below, but you get the idea right??

The Vault Wealth System™ is built to help you where you're at.

Whether you’re just out of college or you feel like you should be saving for your kids college, we can help. Google causes lots of information overload, so we’ll help you understand what matters most so you can make the right moves.

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Families

We understand the challenge of keeping your personal finances separate from your business. Your time is valuable, you deserve to spend it building your business and the life you dreamed of. Not losing sleep wondering if you’re on track.

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Entrepreneurs

Healthcare, Equine, Attorneys, Engineers, IT, and more! A healthy income doesn’t automatically equate to financial freedom. We’ll help you turn a good earned income into passive & portfolio income so one day work can be optional.

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Professionals

You’ve worked hard and deserve to retire confidently. You shouldn’t have to worry about inflation or market dips. From Social Security to Medicare, we’ve got you covered. Know you're invested right and your finances are optimized.

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Retirees