Vantage Point Wealth Management is a
turnkey hybrid financial services firm designed to make your move to independence easy and worth the wait. We offer you a place where you can grow your business your way. We help you cut through the red tape and offer personalized and responsive service that is second to none in the industry. Mission Statement: Our Mission at Vantage Point is to be the premier hybrid wealth management firm for those advisors looking to embrace the independence without sacrificing the service you have always dreamed of.
Our Vision: At Vantage Point, our vision is to give advisors and their clients a different point of view. One that is completely client focused, so you can have the objectivity and independence to run your business the way you desire.
Vantage Point Wealth Management 301 North Church Street, Moorestown, NJ 08057
856.942.0118
franklarosa@vantagepointwm.com
This brochure is not intended for client use. Investment Advisory Services offered through Saxony Capital Management, LLC. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC
The perfect partnership takes mutual respect and commitment. When you choose Vantage Point you've chosen a partner you can trust You built your practice, let us show you how to own it and grow it.
Vantage Point wants you to feel comfortable about your clients financial future. This is why we support a broad range of
products and services, including Advisory services, Lending Services, Variable Annuity Products and Insurance Products.
You can trust that we have your clients' best interest in mind with our experienced
back office staff and our up to date technology. Through Saxony Securities, Inc. we can offer a wide array of products and services that gives you and your clients the solutions they are seeking to help reach their investment goals .
With you and Vantage Point we can cover all of your clients' financial needs.
In order to better position ourselves in the independent broker dealer marketplace, we have formed a solid foundation of strategic partners which facilitates our investment professionals' needs for cutting edge products and services. Through Saxony Securities, Inc. we can handle equities, options, variable insurance products and debt instruments. Their Institutional trading platform is also offered which sets us apart from most of our competitors.
Research Insurance Mutual Funds Managed Accounts Variable Annuities Alternative Investments Technology
When you work with Vantage Point Wealth Management, you get: High Payouts/Low Ticket Charge Packages/No Dealer Concession on Annuities State of the Art Desktop Technology Solution with Mobile Access Institutional Trading Platforms A Full Breadth of Products & Services Professional & Knowledgeable Support Staff International Account Capabilities Account Consolidation & Tax Reporting with Albridge Solutions Financial Planning Using NaviPlan Financial Planning Software Alternative Investments, Investment Banking & Structured Notes