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Membership is open to anyone who lives, works, worships, attends school or volunteers in (as well as all businesses located in) these geographic areas…
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Our wealth managers help you build an investment strategy that fits your lifestyle and goals. We put your interests ahead of anything else.
As a Vantage West Wealth Management client, you’ll have access to:
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Leverage strategies that reduce or defer tax on investment returns. Ideal for investors who need tax management built into their portfolio.
We offer access to a wide selection of investment products that help you accumulate, preserve, and transfer your wealth.1
Access your account anywhere, anytime in our secure account view. View accounts, statements, market data, and tax documents whenever, wherever.
1 All investment products carry risks, including loss of principal.
2Advisory accounts only.
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.
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.
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
Online Banking If you are logging in for the first time (or if it has been 6 months since your last log in), use temporary credentials in the box to the right. Once in, you’ll be prompted to set up new credentials.