About Us

We are a full service financial institution that works as a fiduciary for our clients. We blend the personalized care of a family-owned business with the resources of LPL Financial, the largest independent broker-dealer (based on total revenues, Financial Planning magazine 1996-2023). Our experienced team is dedicated to providing attentive service, alleviating financial concerns, and ensuring your unique needs are met with comprehensive solutions.

Our Philosophy

We believe in fostering lasting relationships and delivering tailored financial solutions. We’re dedicated to guiding you toward financial success with a personalized approach that aligns with your goals and values.

Our Process

We utilize a client service model we call Yellow Flowers, that ensures our clients will receive a level of service that is unmatched by others.

Our Services

 

Financial Planning

Creating a financial plan starts with understanding each client's unique financial situation and goals. We use this plan as a roadmap toward making the right financial decisions for our clients.
 

Retirement Planning

We understand the importance of a well-prepared retirement plan. As experienced financial advisors, we specialize in helping individuals and families navigate the complexities of retirement planning, ensuring a smooth transition into their retirement.
 

Investment Management

We understand the importance of sound investment management in building and preserving wealth. As experienced investment professionals, we specialize in helping individuals and families make informed investment decisions and optimize their portfolios.
 

Business Solutions

We specialize in providing tailored solutions for business owners, understanding the unique challenges and opportunities they face. Our comprehensive suite of services is designed to help you effectively manage your business's finances, plan for growth, and secure your financial future.
Learn More

Why are we named Vine Wealth Management?

“I am the vine; you are the branches. If you remain in me and I in you, you will bear much fruit. Apart from me you can do nothing.” — John 15:5

Our Team

Blogs

5 Smart Ways to Use Your Tax Refund in 2025

Charles Wray |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Charles Wray |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

5 Tax-Saving Strategies to Keep More of Your Money

Charles Wray |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...