Recent headlines and world events prove that global financial and political events can quickly change the world. For this reason, our team at Vector Wealth Strategies puts an emphasis on constructing your financial plan in a way that can weather the storms that life (or the market) may throw at it.
Communication is key in our client relationships, no matter your stage of life. The COVID-19 pandemic that changed the entire world is a perfect example of our dedication to maintaining our relationships. When market volatility was at its worst in March and April of 2020, our team cumulatively logged over 18,500 minutes on the phone (nearly 13 days’ worth).
We want to help our clients meet their personal retirement goals, and transition from successful careers to significant and meaningful second halves.
Below, you will see the monthly update from Commonwealth Financial Network’s CIO, Brad McMillan. This is a great resource for a quick 5-minute or less recap as to what is going on in the world and the market.
To access your account information, please select the appropriate button below. If you are unsure of which system you should be using or if you do not currently have a username and password or if you need to reset your password, please contact us.
Go Paperless. See your statements and confirmations online in Investor360°®.
The account values for all of your accounts managed by Vector Wealth Strategies should be viewable through Investor 360. To view details regarding the death benefits and/or income guarantees associated with your variable annuities, you will need to visit the insurance company’s website directly. Click the appropriate link below for access to the carrier’s website.
Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Vector Wealth Strategies, LLC.