Vantage Wealth Email Format

Investment ManagementCalifornia, United States2-10 Employees

Vantage Wealth is a Pasadena-based investment management firm that provides tailored investment management along with unbiased financial planning for a selective clientele. Its approach centers on delivering unbiased financial solutions aimed at helping clients achieve long-term objectives and a sense of security. The firm emphasizes high-quality service and ongoing communication between clients and the firm's principals.

Its range of services covers investment management, asset allocation, charitable planning, estate and trust planning reviews, education planning, retirement planning, IRA-related planning, and tax and insurance reviews. In March 2026, Summitry, LLC announced the acquisition of Vantage Wealth, a Pasadena-based registered investment adviser.

Sign up for free to view info

Company overview Employee directory