Broker Check

6895 Lake St. Louis Blvd
Lake St. Louis, MO  63367

(636) 561-5559

 
Vine Wealth Management

Vine Wealth Management 

What’s in a Tag Line“Investing for Life” 

Investing… 

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.

For… 

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. 

Life…

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. 



Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Rightsizing for Retirement

What does your home really cost?

View all videos arrow