We focus on helping you achieve a secure and confident retirement through personalized investment designs. With a commitment to transparent, risk-appropriate investment strategies, we work alongside you to craft a long-term plan that builds toward a strong financial future, ensuring peace of mind for years to come.

Our team of professionals takes a hands-on approach, integrating six key components — Assets, Income, Tax, Health Care, Liability Protection, and Estate Planning — into a cohesive strategy to build a strong foundation for your long-term financial goals.

At Vault, we seek out the best for our clients by aligning ourselves with top-rated, respected firms in the industry. We are an independent fiduciary firm and partner with Brookstone Capital Management, a top-awarded Registered Investment Advisory Firm (RIA).

Looking at the financial foundation you are building today is a key part of building your tomorrow.

We approach our investment advisory practice with a focus on today and tomorrow.

• Initial Meeting: The first meeting is where we start building your plan. We get to know you and determine your goals, needs, and concerns. It also allows you to learn about us.
• Recommendation Meeting: In the second meeting, we review options specifically designed for you and discuss your recommended next steps for investment strategies based on your risk tolerance and time horizon.
• Implementation Meeting: The third meeting is where we complete paperwork and put your plan into motion.