Vantage Wealth Advisors

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Keith Kirk

Keith Kirk

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Keith Kirk's website
Angela Smith

Angela Smith

Financial Advisor

Operations Director
Visit Angela Smith's website
Chris Murray

Chris Murray

Financial Advisor

Visit Chris Murray's website

Team

Allison Bennett

Allison Bennett

Financial Planning Specialist

Teresa Freeman

Teresa Freeman

Office Manager