Let us talk
Start with a quiet conversation
Tell us a little about your situation and what is on your mind, whether that is retirement, a windfall, a business sale, or simply wanting a second opinion. We will reply within one business day to set up a complimentary review.
- advisors@vaultwealth.com
- (555) 010-7788
- 1820 Meridian Avenue, Suite 400, Charleston, SC
- By appointment, Mon to Fri, 9am to 5pm ET
Before we meet
Questions clients ask first
What does fee-only fiduciary actually mean?
We are paid only by you, never by commissions or product sponsors, and we are legally obligated to put your interests ahead of our own on every recommendation. There is nothing we earn by steering you anywhere.
How much do I need to work with you?
Our flat-fee financial plan has no asset minimum, so it suits anyone wanting clarity. Ongoing wealth management generally fits households investing $500,000 or more, and our private wealth service serves families above $5M.
What happens at the first meeting?
We listen. We will ask about your goals, your timeline and your worries, review what you have today, and explain plainly how we would approach it. There is no cost and no pressure to continue.
Where are my assets actually held?
Your accounts are held in your name at an independent third-party custodian. We never take custody of your money. We are granted permission to advise and trade, and you can see everything at any time.
Your future deserves a plan
Book a complimentary review and we will give you an honest read on where you stand, what is working, and what we would do differently. The conversation is yours to keep either way.