Wealth Management

Your Future. Your Way.

Our purpose is to help you plan, invest, and preserve your wealth with personalized investment strategies. Get started today.

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Our Services

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Retirement Planning

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Strategic Investing

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Automated Investing with GWP®

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How it works:

1

Schedule a consultation

Arrange to meet with a wealth manager when it’s convenient for you.

2

Get professional guidance

Discuss your unique financial goals, preferred timeline, and risk tolerance.

3

Create your plan

We’ll work together to create an investment plan that’s right for you.

4

Review your plan regularly

We’ll review your plan regularly to ensure you stay on track with your goals.

Get Started

Meet the Team

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.

Meet Our Team

Financial Seminars

  • Social Security and Your Retirement

    What are the rules for starting your Social Security benefits?
    How do spouses coordinate their benefits?
    Are there different routes to take that could potentially increase your benefits?
    How do you decide where Social Security fits within your retirement plans?

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  • Rollover Planning

    Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

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  • Three Transitions to Retirement

    Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.

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  • Women & Investing

    There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

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Learn More About Financial Planning

Disclosures

LPL Financial Form CRS 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/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.