Matthew
Vance
Vergepointe Wealth Management, LLC
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About this Advisor
Matthew Vance is a financial advisor based in Lake Oswego, Oregon, working with Vergepointe Wealth Management, LLC. Matthew has previously held positions at Vergepointe Wealth Management, LLC and Vergepointe, LLP. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Matthew is part of Vergepointe Wealth Management, LLC, which operates out of Lake Oswego, Oregon. The firm has 4 employees and manages assets totaling $228.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Vergepointe Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vergepointe Wealth Management, LLC Brokerage Details
$228,442,864
4
181
$1,262,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Vance Work History
Vergepointe Wealth Management, LLC
Vergepointe, Llp
Disclosures
Please visit the SEC profile of Matthew Vance to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vergepointe Wealth Management, LLC
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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