Vantage Point Advantage

Vantage Point Advisors offers its clients a uniquely customized Private Chief Financial Officer (CFO) process to manage their wealth.

By carefully crafting individualized financial plans for high-net-worth executives, individuals, and business owners, Vantage Point Advisors strategically maximizes the odds of each client’s success creating confidence and financial peace of mind.

Vantage Point Advisors adheres to a strict and ethical standard of practice that takes the guesswork out of the equation.

We think letting decades of unbiased, peer-reviewed financial research guide our recommendations is a much better way to invest. Our investment strategy brings logic, transparency, and simplicity to your life. We help you focus on the things you can control, so you can ignore the things you can’t.

The Private CFO Process

The Private CFO Process is about making one decision, one step at a time, that will lead to financial peace of mind.


The Private CFO Process

The GAP Analysis Includes:

  • Executive compensation plans
  • Stock options
  • SARs, RSUs, etc.
  • Deferred compensation plans
  • “C” level employment contract reviews
  • Business succession
  • Sale of business
  • Cash flow planning
  • Tax management
  • Investment management
  • Retirement planning
  • Estate planning and coordination
  • Wealth transfer
  • Family mission
  • Complex family dynamics
  • Longevity planning
  • Trustee obligation guidance