OUR PROCESS

At Vector Private Wealth Management we believe in desegregating wealth and tax solutions. By harmonizing our tax planners and tax attorneys, with authenticated wealth accumulation strategies our clients benefit from a better and more integrated private wealth management experience.
Take control of your planning 1 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 solutions.
STEP 3
Strategic Plan Design
Outline tax reduction opportunities and provide consultation for effecting tax and investment solutions tailored to your family. We leverage a deep understanding of tax architecture, and our network of tenured advisors to deliver elegant tax and wealth solutions backed with authenticated results, 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 cary 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.