Integrated wealth management

Vantage Core

A retirement income plan with investments, tax, risk, and estate planning coordinated around it, delivered through a proven, repeatable process.

Get a Retirement Income AssessmentCompare with Vantage Pinnacle

For those who want their retirement income engineered.

A retirement income plan with investments, tax, risk, and estate planning coordinated around it, delivered through a proven, repeatable process.

Vantage Core starts with the income your savings need to produce, then coordinates investments, tax, risk, and estate planning to deliver it, with quarterly meetings and a Financial Action Checklist that keeps the plan moving.

Designed for the households we serve most.

For successful individuals and families, most within ten years of retirement or already retired, who want their income, investments, tax, risk, and estate planning handled as one plan.

Approaching retirement

Within ten years of retiring and ready to turn savings into reliable income.

What the service includes

01

One proven process

A standardized, high-quality process behind every plan

02

Meetings every quarter

Quarterly strategic meetings to review and adjust

03

Your team, coordinated

Annual coordination with your CPA and attorney

04

A plan that keeps moving

A Financial Action Checklist between meetings

05

Everything in one view

Retirement, tax, risk, estate, and investing, together

How the services compare

Both begin with your retirement income. Choose Vantage Core if you want one coordinated plan on a steady rhythm. Choose Vantage Pinnacle if your wealth is complex and your decisions are large.

  • Vantage Core

    A standardized, high-quality planning process

    Vantage Pinnacle

    A customized planning architecture

  • Vantage Core

    Quarterly strategic meetings

    Vantage Pinnacle

    Strategic meetings around your decisions and events, as needed

  • Vantage Core

    Annual coordination with your CPA and attorney

    Vantage Pinnacle

    More frequent professional-team coordination when required

  • Vantage Core

    A Financial Action Checklist to keep your plan moving

    Vantage Pinnacle

    Decision-specific strategy work and implementation oversight

  • Vantage Core

    Retirement, tax, risk, estate, and investment coordination

    Vantage Pinnacle

    Advanced liquidity, concentration, tax, estate, business, and multigenerational strategy

Learn about Vantage Pinnacle

Questions about Vantage Core

Direct answers on how Core works and how it relates to Vantage Pinnacle.

Successful individuals and families, most of them within ten years of retirement or already retired, who want their retirement income planned first and their investments, tax, risk, and estate planning coordinated around it, through a proven, repeatable process rather than a collection of separate advisors and accounts.

Investment management, comprehensive planning, and ongoing stewardship together. In practice that means a standardized, high-quality planning process, quarterly strategic meetings, annual coordination with your CPA and attorney, and a Financial Action Checklist that keeps the plan moving between meetings.

Quarterly strategic meetings are built into the service, with coordination with your CPA and attorney once a year. Between meetings, the Financial Action Checklist tracks what is in motion and what comes next.

A running list of the decisions and tasks your plan calls for, who owns each one, and when it is due. It is how the plan keeps moving between quarterly meetings instead of waiting for the next review.

When your wealth involves a business, concentrated stock, multiple entities or trusts, or a major transition, and your decisions need scenario work and closer coordination with your professional team. We recommend the service that fits after we understand your circumstances.

The hardest part is starting the conversation. We’ll take it from there.

Tell us where you are and what’s worrying you. We’ll ask questions, listen, and tell you honestly whether we can help.

  • Legally bound to act in your interest
  • Fee-based planning with transparent, plain-English costs
  • Investments, tax, retirement, and estate coordinated under one roof
  • A 45-minute first conversation, with no obligation

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Call or Text (661) 487-1020
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No obligation, and no follow-up pressure if it isn’t the right fit.