Financial planning,
with a true fiduciary.
Vault is dedicated to aiding your financial goals, offering personalized plans crafted by our dedicated fiduciary wealth advisors for wealth preservation, education, retirement, or estate planning.
Current Circumstances
1
We take the time to understand your current circumstances
Financial Goals
2
We identify and align on what your financial goals are
Financial Plans
3
We create a plan to help you achieve your financial goals
Ongoing Progress
4
We regularly monitor progress, adapt, and offer ongoing support
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Lasting relationships, with a dedicated advisor.
Each of our clients' get access to a dedicated financial advisor who puts your best interests first.
Your financial advisor will help you create a personalized financial plan, tailored to your objectives, and provides ongoing support throughout your financial journey.
Your financial advisor will help you create a personalized financial plan, tailored to your objectives, and provides ongoing support throughout your financial journey.
Sign Up
Get a financial planning session,
with a Vault advisor.
No commitments, no obligations.
1
Provide us with your contact details
2
An advisor schedules a call to understand your goals
3
We create a thorough, actionable financial plan
4
We offer ongoing check-ins & support on your progress
Let’s get started
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Frequently Asked Questions
How will my financial advisor create a personalized investment plan for me?
At Vault, our advisors work closely with you to develop a personalized investment plan that reflects your unique circumstances and financial objectives. During an initial consultation, your advisor grasp a strong understanding about your financial situation, including your income, expenses, and assets. Based on this information, your advisor will work with you to define your investment objectives, identify your risk tolerance, and determine your optimal asset allocation. Using this information, your advisor will create a personalized investment plan that is tailored to your specific needs and goals.
During what stages of my investment journey will I have access to a financial advisor?
At Vault, we believe in providing our clients with personalized support throughout their entire investment journey. Whether you're just starting out or have been investing for years, you'll have access to an advisor at every stage of your investment journey.
What qualifications does my financial advisor have?
At Vault, we take great care in selecting and training our advisors to ensure they have the expertise and qualifications necessary to provide you with the best possible investment advice and support.
How can I get in touch with my assigned advisor?
You can get in touch with your assigned advisor through phone, email or the client portal through the dashboard.
How long is the commitment period?
With Vault, we have no commitment periods, lock-ins or exit fees of any kind.
What does it mean to be a true fiduciary?
At Vault, part of our mission is to be a true fiduciary on each of our clients' financial journey.
But what does this mean, exactly? A true fiduciary is an individual or institution that not only prioritizes your best interests but is also bound by regulatory obligations and incentivized by them.
But what does this mean, exactly? A true fiduciary is an individual or institution that not only prioritizes your best interests but is also bound by regulatory obligations and incentivized by them.
“It's refreshing to finally receive investment advice that truly aligns with my long term goals.”
“The level of attention and care I get from Vault is not something I have ever experienced dealing with banks."
“The most amazing thing that Vault does is that they invest mutually in trust — they are brilliant with that.”
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