Vantage West Wealth Management
Strategic Investing

Invest in Your Future

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:

  • Professional investment management strategies and personalized financial guidance from an experienced wealth manager.
  • Full control over 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.

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

Contact Us

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.

Investment Services

Automated Investing (GWP®)
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Model Wealth Portfolios (MWP)

Brokerered CDs

IRAs & Roth IRAs

Annuities (Fixed & Variable)

Mutual Funds

Stocks/Bonds

ETFs

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
Disclosures

LPL Financial Form CRS www.lpl.com/CRS

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.

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

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