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wealth redefined

What's Your Definition?

If you can define it, we can can help you design it.

 
 
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How We Help

If [more] information was the answer then we’d all be billionaires with perfect abs
— -Derek Sivers

What you need is a Guide. 

Vault Wealth Strategies Financial Planning

OUr PROCESS

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Prepare

  • Discover your Money Mindset
  • Get a vision for what's possible
  • Identify and eliminate what's holding you back
  • Get organized with your own personal financial website

 

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Plan

  • Explore the "what ifs"
  • Control what you can, Manage what you can't
  • Account for new information (life happens)
  • Systematically monitor your progress. Always know the next step. 
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Prosper

  • Invest for the future
  • Build wealth on your terms
  • Create Passive and Portfolio Income
  • Build a legacy

Our Services

Personal CFO

Designed to help individuals and families navigate the complexities of financial planning and make sense of their investments.

Business Guide

For Small Business Owners who are ready to gain clarity for their business and personal financial life so they can achieve the success they deserve.  

Wealth Coach

For those who are ready to accelerate their wealth building via passive and portfolio income or who want to optimize the value of their company (or both). 

Our services are all month-to-month agreements. You can cancel at anytime.

Not what you're looking for but still want to work with Vault? Reach out to discuss our project based planning or stand alone asset management services.

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OUR Difference

 
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our TEAM

We love people and want to see them lead impactful lives, and for the world to know they were here.  We believe that how people relate to and use their money will greatly impact the influence of their life story.  We would love the opportunity to learn more about what you want your story to say! In the meantime, here is a little about us.

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Luke Milholland, CFP®,ChFC®,CLU®

Luke is the founder of Vault Wealth Strategies and is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).  He loves business and enjoys working with those with an entrepreneurial spirit.

He is passionate about helping people relate to their money in a positive and more meaningful way, and to see them align their finances with what they truly value.  

He is married to Whitney and they have 4 kids: Jax, Truman, Selah (in heaven), and Rayna.  They are active in their church community and have a passion to help family units thrive. 

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Hosanna Morris Robertson

Hosanna manages the day to day operations of the firm, and is passionate about helping create generational impact. Her professionalism and attention to detail is a huge blessing to our firm and clients. 

Hosanna loves seeing people succeed with their finances and is very active in giving back through community involvement and non-profit work.  

Her family's non-profit, Shoe the World, provides shoes to underprivileged children in Venezuela and partners with local churches to provide employment for single-income families. 

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Craig Wilson

Craig works with clients to develop their personal financial plans.  His unique approach of combining his experience as a Lean Six Sigma Greenbelt with actionable financial concepts helps clients achieve their goals with confidence & efficiency. 

Craig approaches his work with a missional zeal, and is passionate about financial literacy and helping clients steward their finances well.

He and his wife, Kat, have 3 kids: Mason, Janie, & Garrison.  They love kids and are very involved with the children's ministry at their church. 

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