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Investment Planning

Sophisticated Problem-Solving Strategies

Sophisticated Problem-Solving Strategies

At Vast Wealth Management, we love to solve financial problems. We are a highly productive, independent financial firm and therefore have extensive investment opportunities available to us. Using the most up-to-date tools and technology, we are dedicated to finding appropriate solutions to fit your investment needs. Our strategies are customizable to you!

Some of the investments we offer include the following:

Market Investments

  • Equities
  • Mutual Funds
  • ETFs
  • UITs (Unit Investment Trusts)
  • SMAs (Separately Managed Accounts)

Fixed Income

  • Corporate Bonds
  • Municipal Bonds
  • Treasuries
  • Agencies
  • Structured Products
  • Brokered CDs

Alternative Investments

  • Non-traded REITs
  • Non-traded Business Development Companies
  • Non-traded Interval Funds
  • Private Equity Funds
  • Hedge Funds

Real Estate Investments

  • Real Estate Investment Trusts
  • Real Estate Private Placements
  • Real Estate Interval Funds
  • Opportunity Zones

Fee-Based Annuities

  • Fixed Annuities
  • Index Annuities
  • Variable Annuities

Backed by a first-class team, we assess your investments to ensure that they work cohesively for your best interest. Our compensation is fee-based, not commission based, meaning the investments we recommend are meant to benefit you and serve your interests. We disclose all fees and costs with you upfront when proposing investment recommendations.

Risk Management Strategies

We pay careful attention to your individual risk levels when creating investment strategies. Considering your investment timeline, age, goals, risk tolerance, liabilities, expenses and other financial obligations, we make recommendations that fit within your overall financial plan. We build safeguards into your plan, preparing for possible fluctuations in the market that could affect you.

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