Vector Wealth Management
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. Since 1993, we have helped our clients make the transition from wealth accumulation to wealth distribution. We offer a personalized investment policy and retirement income plan using SOJOURN our proprietary software application. We want to help our clients get today right! Our experience has shown us that when our clients have more confidence about tomorrow's possibilities they do a better job of enjoying today. Visit vectorwealth.com/regulatory for important disclosures about our investment advisory services. Vector Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. V23261048
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Verified contacts
20
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
3
tools in use
Monthly traffic
600
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- CG
Charlie Gruys
Wealth Advisor · Finance & Accounting
EmailPhone - JF
Jacob Fee
Portfolio Management · Finance & Accounting
EmailPhone - JR
Jacob Ranallo
Assistant Director Portfolio Management · Finance & Accounting
EmailPhone - JG
Joe Grochowski
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MN
Michael Nesheim
Senior Wealth Advisor · Finance & Accounting
EmailPhone - EF
Ezra Firkins
Communications · Advertising & Marketing
EmailPhone - SK
Suzy Klapperich
Financial Planning Associate · Finance & Accounting
EmailPhone - TF
Thomas Fee
Principal, Managing Partner · General Business & Management
EmailPhone - SC
Sharon Calhoun Flock
Managing Director, Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Vector Wealth Management
11 distinct titles indexed · top 10 shown.
- 5wealth advisor
- 3senior wealth advisor
- 2financial planning associate
- 2portfolio management
- 1assistant director portfolio management
- 1client services associate
- 1client services specialist
- 1communications
- 1financial planning specialist
- 1managing director, senior wealth advisor
- +1more titles
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