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VantagePoint operates on a number of key principles and we want to partner with entrepreneurs who share these values in building world-scale companies.
Grand Wealth Management, Llc is a Grand Rapids, MI-based company in the Financial Services sector.
Ascend Capital is a San Francisco, CA-based company in the Financial Services sector.
Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them. Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.
I am committed to building businesses that do well AND good. I invest in brands and people that believe that their purpose must be bigger than their product®