--- title: "Wealth Management" description: "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, […]" featured_image: "https://vantagewest.org/wp-content/uploads/2025/12/17-scaled.jpg" url: "https://vantagewest.org/personal/wealth-management/" date_modified: "2026-08-06T14:50:02-07:00" --- Home » Personal » Wealth Management ## 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. [Wealth Management Login](https://accountview.lpl.com/web/login) [Start The COnversation](https://share.hsforms.com/1opIAIy2OSiqdLPSP0S4bwQqvctl) ![2025 Scholarship](https://vantagewest.org/wp-content/uploads/2025/04/2025-Scholarship.png) ![20251012-FUJI4679](https://vantagewest.org/wp-content/uploads/2025/11/20251012-FUJI4679-scaled.jpg) --- ### 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. --- --- ![VW_WM_Logo](https://vantagewest.org/wp-content/uploads/2025/11/VW_WM_Logo.png) *“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.** --- ![20251012-C5D_1937](https://vantagewest.org/wp-content/uploads/2025/11/20251012-C5D_1937.jpg) #### 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. [Learn More About Retirement Planning](https://vantagewest.org/personal/wealth-management/retirement-planning/) [Contact Us](https://share.hsforms.com/1opIAIy2OSiqdLPSP0S4bwQqvctl) ![Senior couple looking at Grand Canyon National Park, Arizona, United States](https://vantagewest.org/wp-content/uploads/2025/11/StrategicInvestingTucson-scaled.jpeg) #### 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. [Learn More About Strategic Investing](https://vantagewest.org/personal/wealth-management/strategic-investing) [Contact Us](https://share.hsforms.com/1opIAIy2OSiqdLPSP0S4bwQqvctl) ![investingMobile](https://vantagewest.org/wp-content/uploads/2025/11/investingMobile-e1763579001395.png) #### 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. [Learn More About GWP](https://vantagewest.org/personal/wealth-management/guided-wealth-portfolios) [Open Account](https://getstarted.lpl.com/vantagewestwealthmanagement) --- --- ## When Should I Come In? You don’t need to wait to talk with a Vantage West Wealth Management professional. ### Larger Leverage, Higher Earning Clients reach out at many different moments, including: - 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 ![2G0A96401](https://vantagewest.org/wp-content/uploads/2025/11/2G0A96401-scaled.jpg) #### 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.](https://brokercheck.finra.org/)** [Meet Our Team](https://vantagewest.org/personal/wealth-management/meet-our-wealth-managers/) --- --- ## 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. --- ## Upcoming Financial Seminars Thursday, August 20, 2026 The Road to Retirement Join us! Educational Seminar on Retirement Planning There is a big difference between not working… Learn More & RSVP --- ## Request Your Consultation [Contact Us](https://share.hsforms.com/1opIAIy2OSiqdLPSP0S4bwQqvctl) --- ## Disclosures --- [LPL Financial Form CRS](https://www.lpl.com/CRS)  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](http://www.finra.org/)/[SIPC](https://www.sipc.org/). 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](https://brokercheck.finra.org/)). **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](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.