About Us

We are a full service financial institution that works as a fiduciary for our clients. We blend the personalized care of a family-owned business with the resources of LPL Financial, the largest independent broker-dealer (based on total revenues, Financial Planning magazine 1996-2023). Our experienced team is dedicated to providing attentive service, alleviating financial concerns, and ensuring your unique needs are met with comprehensive solutions.

Our Philosophy

We believe in fostering lasting relationships and delivering tailored financial solutions. We’re dedicated to guiding you toward financial success with a personalized approach that aligns with your goals and values.

Our Process

We utilize a client service model we call Yellow Flowers, that ensures our clients will receive a level of service that is unmatched by others.

Our Services

 

Financial Planning

Creating a financial plan starts with understanding each client's unique financial situation and goals. We use this plan as a roadmap toward making the right financial decisions for our clients.
 

Retirement Planning

We understand the importance of a well-prepared retirement plan. As experienced financial advisors, we specialize in helping individuals and families navigate the complexities of retirement planning, ensuring a smooth transition into their retirement.
 

Investment Management

We understand the importance of sound investment management in building and preserving wealth. As experienced investment professionals, we specialize in helping individuals and families make informed investment decisions and optimize their portfolios.
 

Business Solutions

We specialize in providing tailored solutions for business owners, understanding the unique challenges and opportunities they face. Our comprehensive suite of services is designed to help you effectively manage your business's finances, plan for growth, and secure your financial future.
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Why are we named Vine Wealth Management?

“I am the vine; you are the branches. If you remain in me and I in you, you will bear much fruit. Apart from me you can do nothing.” — John 15:5

Our Team

Blogs

5 Tax-Saving Strategies to Keep More of Your Money

Charles Wray |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

How to Dive into Business Succession Planning: 10 Key Questions

Charles Wray |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

How to Stay Invested in Volatile Markets Without Losing Sleep

Charles Wray |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...