The End of Globalization?
When we published our Outlook 2025 only three months ago, we did not expect to be proven right in such a short period of time.
: Abundance of valuable resources across all dimensions of life, including financial, health and wellness, time, social, family, and adventure
Robert Osher and James Van de Voorde shared a vision to deliver personalized investment guidance and comprehensive financial planning with a relationship-focused boutique firm. Founded in 1993, Osher Van de Voorde Investment Management has provided exceptional wealth management services to help clients realize lifelong aspirations. For over 30 years, we’ve built enduring relationships that span multiple generations, with some families entrusting us to serve three and even four generations.
As part of our growth and evolution, Osher Van de Voorde Investment Management is now Vantage Wealth, reflecting the broad, strategic perspective we bring to every client relationship and the importance of the breadth and depth of our team. “Vantage” symbolizes our elevated, forward-thinking perspective, while “Wealth” captures the abundance – in all its forms – we aim to cultivate for clients.
At Vantage Wealth, our mission is to empower clients with the knowledge and tools they need to gain confidence and peace of mind, guiding them as they work toward their long-term goals and plan for future generations.
While our name has changed, our unwavering dedication to our clients and our founders’ vision remains. Backed by a team of seasoned professionals with over 100 years of combined expertise across investment management, financial planning, client relationships, operations, and compliance, we are proud to continue serving current and future generations, providing guidance and support as they work toward achieving their lifelong financial goals.
When we published our Outlook 2025 only three months ago, we did not expect to be proven right in such a short period of time.
With the triple tax benefits of the Health Savings Account (HSA), it is no surprise that HSAs are growing in popularity as a key retirement
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
