vantage west wealth management
Strategic Investing
Personalized investment management clients can value for clear, goal-focused guidance.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
As a Vantage West Wealth Management client, you’ll have access to:
- Professional investment management strategies and personalized financial guidance from an experienced wealth manager.
- Transparency of your portfolio
- A custom asset allocation strategy tailored to your unique financial situation. Our strategies are designed to accommodate your risk tolerance, time horizon, and aspirations.
Invest with Confidence
Guidance tailored to your unique goals, time horizons, and comfort level with risk.
Even small steps today can help create meaningful momentum toward future goals when paired with a thoughtful, long-term investment management strategy.
Tax Efficient
Leverage strategies that reduce or defer tax on investment returns. Ideal for investors who need tax management built into their portfolio.1
Diverse
We offer access to a wide selection of investment products that help you accumulate, preserve, and transfer your wealth.2
24/7 Access
Access your account anywhere, anytime in our secure account view. View accounts, statements, market data, and tax documents whenever, wherever.
Wealth Managers Who Work For You
Our Clients Are Everything
Our team of wealth managers offer tailored advice that fits your goals and situation. Together, we’ll create a targeted plan that addresses your retirement, investment, and insurance planning needs.
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.
How It Works
1
Schedule Your Consultation
Set up a meeting at a branch near you or by phone to begin your Financial Planning conversation.
2
Meet With a Wealth Manager
Work one-on-one with a wealth manager to define your goals, timeline, risk tolerance, and unique financial picture.
3
Review Options and Build Your Plan
Explore a range of investment strategies to create a personalized retirement roadmap.
4
Adjust as Life Changes
Update your strategy over time to reflect new milestones, shifting priorities, and evolving financial needs.
5
Celebrate Your Progress
Recognize the goals you’ve reached and the real-life impact of a plan that grows with you.
Request Your Consultation
Disclosures
1Vantage West Wealth Management and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.
2All investment products carry risks, including loss of principal.
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.