Getting Started Is Easy

1

Schedule Consultation

A 45 minute consultation to explore possibilities and see if we're a fit.

2

Receive Proposal

A detailed proposal based on your current situation and future goals.

3

Happiness Assured

If you're not happy in the first 90 days, we'll refund any planning fees paid.*

*Planning fees only, does not include asset management fees

Are You Ready For A Personal CFO?

  • Are you earning more but still not getting ahead?
  • Are you having trouble making your money work for you?
  • Do you need a game plan you can stick with?
  • Is money impacting the quality of your marriage?
  • Are you ready to build wealth but not sure where to start?
  • Do you feel taxed to death?
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You're The CEO

As Your Personal CFO, We'll Help You Make The Right Financial Decisions.

Who We Work With

  • Health Care Professionals
  • Business Owners
  • Attorneys
  • Equine Professionals
  • Oil & Gas Professionals
  • Entrepreneurs
  • Engineers
  • IT Professionals
  • ...and more!
We specialize in transforming healthy incomes into
true financial freedom.
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We are open to working with anyone, but have found that some of our happiest clients are successful professionals, entrepreneurs, and small business owners. The common theme we find among the clients we add the biggest value to are those who have developed a special skillset that has enabled them to earn a good income. The trap is thinking that they can "earn" their way to financial freedom.

While earning a healthy income is a great start, it is just that - a start.  If you are reading this you probably know what I mean.

Often clients come to us when they feel they should be making more progress than they are given their level of income. They are making good money but are frustrated because they aren't gaining the traction they feel they are capable of. They have noble goals, an impact to make, and a legacy to build, but aren't sure what needs to be done to make it all happen. They recognize that while they may have the smarts, they just don't have the time or desire to go at it alone.

Enter Vault Wealth Strategies. We specialize in helping mission-minded world changers who have dedicated their life's work to building & growing service organizations. We help them accelerate that growth and turn their successful earned income into passive and portfolio income so they can invest their life where it matters most.

What makes Vault Wealth Strategies Different?

We believe the industry is broken, we're here to change that.

Industry Approach

  • BENCHMARKS & INDEXES ARE WHAT'S IMPORTANT
  • NEEDS ANALYSES ARE USED FOR SHOWING GAPS TO SELL PRODUCTS
  • CLIENTS SHOULD BE INVESTED IN PROPRIETARY PRODUCTS THAT PAY HIGH COMMISSIONS
  • BIG INSTITUTIONS AND THEIR REPRESENTATIVES HOLD THE KEYS TO YOUR FINANCIAL SECURITY

Our Approach

  • YOUR GOALS ARE THE ONLY BENCHMARKS THAT MATTER
  • YOUR FINANCIAL GAME PLAN SHOULD ENRICH YOUR LIFE TODAY, NOT JUST SOME ARBITRARY FUTURE AGE
  • YOUR WEALTH BUILDING STRATEGY SHOULD UNIQUELY SUPPORT YOUR GOALS, VALUES, & LIFE MISSION
  • YOU HOLD THE KEYS TO UNLEASH WEALTH AS A FORCE FOR GOOD IN THE WORLD
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Get Your Proposal

We put together this process that will allow you to evaluate Vault Wealth Strategies, LLC and give you a framework for how we work with clients so you are able to make an informed decision about working with us.
There is no cost or obligation for you to go through this process because we want to ensure you know exactly how we can help you before you pay us a single penny.

Connect

Before committing your time or ours, let's get together for a quick coffee or phone call to ensure we are in a position to help.
If we aren't a good fit for whatever reason, we will be up front and let you know without trying to push you into something that doesn't make sense, that's our promise to you.

Discover

This is where we like to ask great questions and just LISTEN. During this face-to-face (in person or virtual) meeting, we take money out of the equation and our goal is to discover who and what matters to you.

Let's discover your Why.

Strategize

During this meeting we want lay out a great strategy for how we can help. Our goal is to demonstrate the value we bring to the table while giving you a clear vision of where you stand today.
You'll get to see exactly how we can work together and we'll propose a plan to move forward.
Hiring a financial planner is a decision that should not be made lightly, so we want to make sure you have all the information you need to make the right choice for you and your family.

Sleep on it

Once you have all the information you need, we intentionally create space for you to think about it.   We want you to "sleep on it".   Answer these four questions before moving forward.
Do I like/trust/respect the team at Vault Wealth Strategies?

Will the benefits they provide exceed their cost?

Do I understand and agree with their wealth building philosophy?

Does their recommended path forward make sense to me?

Decide

Our goal here is simply to help you make the right decision for you.If you are ready to move forward with us, we can start the paperwork to become a client.  However, if you feel we aren't a good fit, we will wish you the best and part ways as friends.  If it's a matter of timing then we can decide together a point in the future to revisit what working together could look like.Whatever the outcome, we want you to feel good about your decision.  No pressure or hard selling here.
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Technology That Works For You

Personal Financial Website

Know exactly where you stand so you'll be ready to make the best financial decision every time.

Investment Alignment Dashboard

Take the guesswork out of investing and feel confident that your investments are on track.

Resources

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© 2019 Vault Wealth Strategies, LLC. All Rights Reserved.
Vault Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vault Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vault Wealth Strategies, LLC unless a client service agreement is in place.