Overview:Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.
Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org www.sipc.org.) Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have no been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.vintage-wealth.com.
For questions please e-mail us at email@example.com.