Vine Wealth Management
What’s in a Tag Line… “Investing for Life”
This is job one for us—investing your money in an informed and skilled manner. We provide the guidance to build, manage and protect your family’s wealth. We know that having the freedom to enjoy your day and your future, starts with well-crafted investment and risk management plans.
At Vine, we want to help you discover what it’s all about. What am I investing for? Too often, investing is about creating a magic number, or date. While its important to know how much it’s going to take for you to retire comfortably (and we will help you create that number), we at Vine want to help you also plan for a life where your values and interests are lived out both today and tomorrow.
We want to create a relationship that gives you the sense of assurance that comes from knowing you have found the right financial partner to help you get what you want from life. We take this very serious as it means we need to know your family and your life desires, and we need to be able to build financial strategies and teams that help create a life long relationship that does its part in producing the life you desire.
Once we have this information, we get busy providing you with strategies and options for creating a better financial picture for you and your family.
As an independent financial firm, you can rest assured that the strategies we provide are based on honest guidance. We are not bound to sales quota’s, preferred vendor agreements, or in-house products. We have access to thousands of investments choices, and yet we know the ones that matter most are the ones that will make a difference for you, our client.
Our Mission: To provide clear guidance for how your finances and life desires can be invested together to help create a life well lived in all stages of your life.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The true cost of raising a child may be far more than you expect.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.