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In honor of those who have served our country, our offices will be closed on
Memorial Day - Monday, May 29. We reopen for regular business hours on Tuesday, May 30.

About Us


In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
a quarter of a century ago and we have grown into a talented team of individuals working together
to create your planning and investment strategy. Our mission is to help you feel a greater
sense of control over your financial future. 

Investment Insights

MONTHLY MARKETS MEMO - MAY 2017  As we work our way through earnings season, companies are broadly reporting growth in both revenues and net income that is higher than what analysts expected.  Despite this positive news, investors have been reassessing their growth and inflation expectations as the feasibility of the Trump administration’s pro-growth agenda is being called into question.  This move has benefited the fixed income markets with yields declining off their recent highs. 

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MARKET MINUTE - MAY 5, 2017  Option contracts trace their origins back to ancient Greece where they were used to speculate on the olive harvest.  If someone thought the harvest in a given year was going to be plentiful, they paid the owners of the olive presses for the right to use them in the future.

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