Celebrate National 529 Day: Invest in Education with a 529 Plan
Today marks National 529 Day – a timely reminder of the power of planning ahead for education. At Vantage Wealth, we believe that investing in
: 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.
Today marks National 529 Day – a timely reminder of the power of planning ahead for education. At Vantage Wealth, we believe that investing in
Especially during tax time, philanthropic individuals have many options to consider in selecting their optimal charitable giving strategy. Depending on purpose and donor intent, a
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.
