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.
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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

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Charles Wray |
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Charles Wray |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...

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...