Vantage West Wealth Management

Lean on a financial team you can count on.

Your dreams of a comfortable (and possibly early) retirement, starting a small business, or even a European vacation can be within reach with the right kind of planning. That’s where Vantage West Wealth Management comes in. Vantage West Wealth Managers are skilled at helping you plan for the future while keeping your best interests first and foremost. Whether your needs involve retirement planning and management, financial planning, or wealth management, Vantage West Wealth Managers are registered representatives of LPL Financial and are here to help.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

About Vantage West Wealth Management

The Vantage West Wealth Management can help you choose the appropriate retirement, investment, and insurance planning options even as your needs change throughout the years. Rest assured we will provide you with outstanding service.

Working together, we’ll create a road map for achieving your financial goals in four steps.

  1. Gather information
    We’ll listen carefully to your goals & concerns.
  2. Analyze & Recommend
    We’ll study your case, research and evaluate alternatives, and share recommendations with you.
  3. Implement
    We’ll provide you with information on products and services to help you reach your goals.
  4. Monitor & Review
    It’s important to be prepared.  We’ll be an active, committed partner in making sure your plan continues to help you reach your financial goals over time.
Disclosures

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. 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. 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
Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515