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  6. Vantage Point Wealth Management

Vantage Point Wealth Management

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505 NORTH HWY 169 SUITE 260 PLYMOUTH, MN 55441 Get Directions

(763) 587-7120

http://www.vpwealthmgmt.com/

joann@vpwealthmgmt.com

Business Details

Financial Services firm located in Plymouth, MN
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Company Summary

Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

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      Hours

      • Sunday  --
      • Monday  8:00AM - 5:00PM
      • Tuesday  8:00AM - 5:00PM
      • Wednesday  8:00AM - 5:00PM
      • Thursday  8:00AM - 5:00PM
      • Friday  8:00AM - 5:00PM
      • Saturday  --
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      Social Presence

      Photos

      • Joseph S. McRae CFA, CFP®, MBA
Partner
      • J. Kipling
      • Benjamin A. Holm CFP®
Partner
      • Patrick L. Wight
Partner and Financial Consultant
      • Tedd Bradley
Partner
      • Lisa Pelach
Client Services Associate James P Bortolussi CFP® , CRPC®
Partner Mark Magnuson CFP®, PPC
Partner Komeng Lee
Financial Advisor JoAnn Imdieke
Office Manager Chris Pavek
Financial Advisor Jon Otterness
Financial Advisor

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