Vantus Wealth is an independent RIA born from a desire to bring connection to every part of our clients’ financial lives. Our name combines ‘vantage’—a higher perspective—and the subtle but essential ‘us’ that defines how we work. With our clients. With their families. With their other trusted professionals.
We’ve served families, business owners, and physicians for decades. Along the way, we realized that most financial advice falls short. It focuses on accounts and performance, not life goals and relationships. We saw the need for something more—more collaborative, more comprehensive, more human. That’s how Vantus came to life.
That perspective is what gives us—and our clients—an edge. Which is why we chose our tagline: “Edge Over Ordinary.” It speaks to our competitive edge and higher standard. We take a higher view so we can connect the dots others miss. We don’t just manage money—we design strategies that elevate your entire financial life.
To help you be prepared to handle life’s most difficult financial challenges while proactively capitalizing on life’s opportunities.
To give you customized financial advice by integrating your values with your family and business goals so you can move forward with confidence.
We recognize and appreciate that each person has unique values and strive to bring custom tailored options matching your personal perspective.
Our primary objective is to help you achieve financial flexibility in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.