OUR PROCESS

Take control of your planning 1 with

5 simple steps

STEP 1

Discovery

A plan is only as good as its inputs. Our network of professionals take the time to understand your needs and conduct a deep analysis of your financial documents and information.

STEP 2

Alignment

Our network of professionals share the results of their findings with you, taking care to ensure you are on the same page.

STEP 3

Strategic Plan Design

 Our network professionals create a solution tailored to you, capitalize on opportunities backed with historical insights, and quantify benefits, costs and next steps.

STEP 4

Implementation

A plan can work only when it is followed. Our network of professionals will collaborate, and work closely with trusted firms you identify together.

STEP 5

Stewardship and Service

Our network of professionals track and record your investments to ensure your chosen strategy is performing as expected, keeping in touch and making adjustments as your goals and objectives evolve.

Let’s Get Started

1 Financial Planning provided exclusively by licensed financial planning professionals.

Site Disclosures

Vector Private Wealth Management (VPWM), is located in Boston. VPWM and its representatives are in compliance with the current filing requirements imposed by those jurisdictions in which VPWM maintains clients. VPWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VPWM’s web site is limited to the dissemination of general information pertaining to its consulting services, together with access to additional product related information, publications, and links. Accordingly, the publication of VPWM’s web site on the Internet should not be construed by any consumer and/or prospective client as VPWM’s solicitation to effect, or attempt to effect transactions in any product, or the rendering of personalized product advice for compensation, over the Internet. Any subsequent, direct communication by VPWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VPWM, please contact the state governing bodies for those states in which VPWM maintains a license. VPWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to VPWM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Neither Vector Private Wealth Management nor its representatives provide tax or legal advice or services. Clients should consult their qualified legal, tax and accounting advisors as appropriate. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Vector Capital Management is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

With over 17 years of combined experience and education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with bespoke solutions for your unique situation.

We are registered to offer securities in the following jurisdictions:
MA, CA, CO, CT, IL, NY, ID, DC, GA, MO, NM, OR, PA

We are licensed to sell insurance products in the following jurisdictions:
CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, NJ, NV, NY, OR, PA, VT, WA

Benjamin Zimbel, domiciled in MA; California Insurance Lic. #0M92568

Curtis Rafter, domiciled in MA; California Insurance Lic. #4214598