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In honor of Memorial Day, our offices will be closed on Monday, May 28th.
We will reopen on Tuesday, May 29th for regular business hours, 8:00 am - 4:00 pm.



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 - APRIL 2018  With twitter tirades, tariff threats, and trouble in tech, it sure is noisy out there.  The U.S. markets, as measured by the S&P 500, re-tested February lows as the quarter came to an end.  The volatility was fed by escalating trade disputes as the Trump administration raised the prospect of additional tariffs on Chinese products, with the Chinese responding in-kind with their own tariffs on U.S. imports.  The tech sector wrestled with its own problems which added to the pain; Tesla is struggling to meet production goals, Facebook is working damage control for a scandal involving the improper sharing of user’s data, and Amazon finds itself in President Trump’s crosshairs over taxes and its business with the post office.

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MARKET MINUTE - MAY 15, 2018  First quarter earnings have been rolling in over the past few weeks and the numbers have been quite strong.  As of last week, close to 80% of the companies in the S&P 500 have reported.  Many of them are doing better than expected when compared to analyst estimates.  This feat is known as an earnings “surprise”. 

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