At Vector Capital Management we believe in uniting wealth accumulation and tax strategies. By harmonizing our network of tax leaders and innovators, with bespoke wealth accumulation strategies our clients can benefit from an integrated private wealth management experience.
Take control of your financial planning with
5 simple steps
STEP 1
Discovery
A plan is only as good as its inputs. Our professionals take the time to understand your values, goals, and the impact you and your family want to make. We conduct a deep analysis of your financial assets and information.
STEP 2
Alignment
We share the results of our team’s findings with you, taking care to ensure we are on the same page. We focus on synchronizing your tax efficiency and wealth building strategies.
STEP 3
Strategic Plan Design
Outline tax reduction opportunities and provide consultation for effecting tax and investment strategies tailored to your family. We leverage a deep understanding of tax architecture, and our network of tenured advisors to deliver elegant tax and wealth strategies backed by historical insights, and quantified benefits.
STEP 4
Implementation
A plan can work only when it is followed. Our team will collaborate and work closely with you to carry out into effect your planning, uniting trusted legal and tax advisors.
STEP 5
Stewardship and Service
We monitor your assets, track and record your investments to ensure your chosen strategies are performing as expected by holding quarterly reviews. We will continue to make adjustments as your wealth advances, and your goals and objectives evolve.
Let’s Get Started
Financial Planning provided exclusively by licensed financial planning professionals. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.