Focusing on Wealth Management Services for Individuals & Institutions

Vantage Wealth Management provides comprehensive investment planning, wealth accumulation, wealth transfer and fixed-income strategies for wealthy individuals, endowments, corporations and non-profits.

We use a combination of equity, debt, commodity funds and cash to design and maintain client portfolios that are appropriately positioned based on individual objectives, risk tolerance and investment time horizon.

As fiduciary wealth consultants, Vantage Wealth Management engages in fee-based relationships so you can confident we always have your best interest at heart. Our fiduciary duty holds us to the strictest standard of client care in the financial services industry.

Through our affiliation with Wells Fargo Advisors Financial Network, Vantage Wealth Management clients have full access to the research, product and planning capabilities of Wells Fargo Advisors.

 

 

Working with a CFP® Professional

Josh Mazer has been awarded the CERTIFIED FINANCIAL PLANNER™ professional certification, demonstrating skill in analyzing and developing personal long-term financial strategies. As a CFP® professional, Josh has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Learn more about Josh.

Wells Fargo Advisory Services

Vantage Wealth Management consults with clients to choose and monitor professional, fee-based asset management firms. We have a broad pool of experienced advisors to choose from, including those in the areas of cash management, debt, equities and non-correlated assets. Read more.

Fixed Income Investing

Vantage Wealth Management provides a range of fixed income solutions to meet your unique financial needs. Click here to receive our current Fixed Income Report, containing updated offerings and rates on tax-free bonds, FDIC Insured Certificates of Deposit and other fixed income offerings.

 


 

*Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline in the bond’s price. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity.
 
Income from municipal securities is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax-free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT).