• Planning And Investment Solutions

    Partnering in planning for your peace, prosperity and purpose for over 30 years

    Free Consultation

  • Investment Insights

    Presented by the Investment Team

    Click Here

  • Serving Clients Worldwide



In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
thirty years 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 - AUGUST 25, 2020  The markets continued to slowly trend higher over the past month.  Hope of a vaccine by year-end along with better than expected earnings helped drive the market higher.  Stimulus talks stalled as both parties hold their ground for their respective proposals.  Republicans want to see businesses protected from frivolous Covid-related lawsuits, while Democrats are pushing for additional aid for local and state governments.

Read More

MARKET MINUTE - SEPTEMBER 15, 2020  The Federal Reserve of Kansas City held its annual Economic Policy Symposium in late August with the theme of “Navigating the Decade Ahead: Implications for Monetary Policy”.  This event is typically held in Jackson Hole, Wyoming but like so many events this year, it was done virtually.  The Federal Reserve has been reviewing its monetary policy framework for over a year now and Chairman Powell discussed some changes during the event that I would like to highlight.

Read More

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved