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.

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

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
Charles Wray |
Categories
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.