The Vantage Point Wealth Management Philosophy Is Simple People should manage their personal finances the way they manage their business. Corporate executive Barbara Ray created Vantage Point, a boutique wealth management firm, to serve as Private CFO to high-net-worth executives and business owners within Salt Lake City and surrounding communities. With our wealth management collaborative process, we help clients identify the issues that are at the core of their wealth objectives, craft solutions to address them, and maximize financial peace of mind. We remove the mystique and jargon of wealth management by providing clear explanations of what's taking place. This is our pledge to you.