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Vault Wealth OS How It Works Pricing

Why Vault

Flagship service
Vault Family Office™
One relationship coordinating your investments, planning, tax, estate, and insurance - all under one roof.
One relationship. Every service.
🏠
+ Vault Realty™
Elite coordination for real estate assets
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Your Advisor
Luke Milholland, CFP®
Founder & Owner
Owner-Operated
Transparent Pricing
Our Services
All In Vault Family Office™
Each available individually — or fully coordinated under one Family Office relationship.
Vault Plan™
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Comprehensive financial plan for every stage of life
Vault Invest™
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Professionally managed investment portfolios
AUM fee applies
Vault Tax
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Proactive tax planning and preparation
Vault Estate™
→
Estate planning and legacy coordination
Vault Realty™
Real estate brokerage - same office, same team values
Elite coordination in Family Office

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