Disclosures

We know that transparency is an important sign of integrity and integral in earning confidence.

When you choose Vantage Point, you’re choosing a fiduciary*– and it’s important to make an informed choice. Therefore, we’re pleased to provide these disclosures to help you learn more about us. These forms detail how we invest, charge, and manage your investments, how we run our business, and provide more background on each advisor. These disclosures have been formally filed with the Securities and Exchange Commission (SEC).

For our clients’ information and in accordance with SEC regulations, we also provide copies of these disclosure forms to all new clients engaging with Vantage Point.

*In advisory relationships

Note: Vantage Point is listed on these forms as VPWM Advisors, LLC. 

Advisor Form ADV Part 2B

Openness, confidence, and transparency: here is individual information on your adviser’s background and business.