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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Six overlooked tax deductions to help manage your tax bill.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When considering life insurance, it's important to understand your options.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
Are you ready for retirement? Here are five words you should consider.