vantage west wealth management
Investing Guidance for Every Season of Your Financial Life
Our approach works to ensure that all wealth management recommendations are made to benefit you.
Life doesn’t follow a single financial timeline, and your planning shouldn’t either. Our Wealth Managers are here to support you through job changes, 401(k) decisions, college savings, investments, and preparing for retirement. You don’t need to be a credit union member, just a client looking for clear, qualified guidance built around your goals.
Your Future. Your Way.
Personalized Service Starts Early Here
Financial planning shouldn’t wait for a certain income level or balance, which is why we’re built to start the conversation early. Our Wealth Management team offers in-branch, phone-based, and Spanish-language support, making it easier to get the guidance you need in the way that works best for you.
“There’s no wrong time or wrong way to begin, the important step is simply to start.”
Let’s remove the hurdles. Leverage our education, process info, and in-person accessibility to get these powerful tools in your hands.
Retirement Planning
Personalized planning that aligns with your lifestyle, family needs, and long-term goals.
Start the conversation early, no large investment minimums required to begin shaping your financial future.
Why it matters: Retirement planning works better when you build it around your life as it evolves, and beginning now gives you more clarity, more choices, and a plan that grows with you.
Strategic Investing
Guidance tailored to your unique goals, time horizons, and comfort level with risk.
Flexible entry points so you can begin investing without the higher minimums many institutions require.
Why it matters: Even small steps today can help create meaningful momentum toward future goals when paired with a thoughtful, long-term strategy.
Automated Investing with GWP®
A simple, online tool that builds and manages a diversified portfolio based on your goals.
The lowest starting minimum we offer, making it easy to begin investing at your own pace.
Why it matters: Automated investing helps you get started sooner, stay consistent, and make progress toward your goals with guidance built into every step of the platform.
When Should I Come In?
You don’t need to wait to talk with a Vantage West Wealth Management professional.
Larger Leverage, Higher Earning
- Changing Jobs and needing guidance on a old 401(k) account
- Starting a family or preparing for education expenses
- Going through a marriage, divorce, or other family transition
- Navigating inheritance or managing new financial responsibilities
- Planning for retirement lifestyle needs or updating an existing plan
- Wanting a second look at current investments or long-term strategies
- Beginning to invest for the first time with a smaller amount
- Seeking guidance before making a big financial decision
Meet The Team
Our Clients Are Everything
All Vantage West Wealth Management professionals are registered representatives of LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Why Switch?
The only constant in life is change. We make those transitions easier.
Choosing Vantage West Wealth Management services gives you access to wealth managers who are committed to putting your interests first and guiding you through every stage of your financial life. We do not require high minimums or limit conversations to certain milestones, we make it easier to start planning early and adjust as your needs change.
With flexible ways to meet, a Wealth Management team, and support available in English and Spanish, clients often move to Vantage West Wealth Management for a personalized, accessible approach they can access over time.
Financial Seminars
Rollover Planning
Rollover Planning You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to
Social Security Seminar
Social Security Seminar Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way
Income for Life
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? We’ll explore: How you can use
Request Your Consultation
Disclosures
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Vantage West Credit Union and Vantage West Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Wealth Management, and may also be employees of Vantage West Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Vantage West Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Vantage West Credit Union for these referrals. This creates an incentive for Vantage West Credit Union to make these referrals, resulting in a conflict of interest. Vantage West Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
CA Insurance License Information
Eric DuBose | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4021315
Luis Sotelo | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4381899
Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.