Vault Wealth Management

Financial ServicesFlorida, United States0-1 Employees

Vault Wealth Management is a small financial services practice based in Palm Beach Gardens, Florida, offering a broad suite of financial and tax planning services to individuals and business owners. The firm emphasizes individualized guidance that blends up-to-date financial strategies with tax considerations to help clients pursue their goals efficiently. Led by founder Scott Shrader, an Enrolled Agent and Certified Financial Planner with a background spanning tax representation and financial planning, the team draws on formal credentials and industry experience.

Within its securities and advisory offerings, Vault works with Cetera Wealth Services and Cetera Investment Advisers, respectively. Cetera entities provide the broker-dealer and advisory framework for Vault's services. The firm emphasizes professional standards and individualized service as it provides financial and tax planning to individuals and business owners.

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