VantagePointe's thorough financial analysis encourages individuals, couples, and families, to share their personal goals and aspirations. This allows our Associates to provide a “financial blueprint” identifying the financial disciplines the client will wish to maintain in order to build their foundation towards financial success.

Services we provide

Include but are not limited to:

  • Educational Planning
  • Charitable Gifting
  • Cash Flow
  • Risk Management
  • Asset Allocation
  • Retirement Planning
  • Investments
  • Insurance
  • Estate Analysis
  • Wealth Management

Products we provide

Include but are not limited to:

  • Brokerage
  • Managed Accounts
  • Investments
  • Mutual Funds
  • Long Term Care Insurance
  • Life & Disability Income Insurance
  • College 529 Savings Plans
  • UTMA's
  • Health Insurance
  • Annuities

Asset Allocation vs. Product Allocation
Watch Dr. Moshe Milevsky talk about the differences between asset allocation and product allocation.