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

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Charles Wray |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...

5 Damaging Myths About Money Talks & the Facts Behind Them

Charles Wray |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Charles Wray |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...