About the Vantage Pointe Team
We help families simplify their financial lives by crafting personalized strategies to grow and preserve their wealth. Acting as their financial guide, we empower them to feel confident about today while staying on track for tomorrow.
Whether it’s building generational wealth, navigating complex tax landscapes, or aligning their investments with their values, our team stands ready to deliver integrated advice across every dimension of their financial life. It’s not just about managing assets—it’s about empowering decisions, preserving legacies, and crafting a future that reflects their vision.
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Wealth Enhancement welcomes FPG Private Wealth
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
Advisory Team
Client Service Team
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Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation