Vector Wealth Management
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Unternehmen/Arbeitsplatz
SE Suite 236 Minneapolis, MN United States
Beruf
Customized Financial Management with Vector Wealth Management
Branche
Finance / Banking / Insurance
Webseite
vectorwealthmanagement.info/
Info
Founded in 1993 with the mission to provide client-focused and fully customized wealth management services, Vector Wealth Management currently oversees over $450 million in assets. The Minneapolis, Minnesota, firm serves a diverse clientele and offers a full range of services including portfolio management, trust and estate planning, tax counseling, and other specialized assistance. Utilizing its own proprietary application, Sojourn (formally known as PensionTRAC)and leveraging the principles of accumulation and diversification, Vector Wealth Management builds long-term solutions that have the goal of creating an understanding and confidence for their clients around their financial lives tha
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