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Vantage Point Private Wealth

EST. AUM
$450,000,000

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4

CLIENT ACCOUNTS

Firm Details

Metro area San Francisco
CRD Number
Website stewardpartners.com
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Overview

Vantage Point Private Wealth is an RIA offering financial advisory services including retirement and legacy planning. Vantage Point Private Wealth has office locations in Walnut Creek, CA and Madison, WI and is affiliated with Steward Partners Global Advisory. The team previously worked at Merrill Lynch before creating Vantage Point Private Wealth in 2023.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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