About the Company
Vintage West Capital Management, LLC is a Federally Registered Investment Advisor designed to offer an array of services including investment management, retirement planning, estate planning and liability management. Vintage West Capital Management was formed with the intent of creating a wealth management company that is truly able to put the needs of our clients first. We seek to avoid the pitfalls that often surround the large publicly traded financial institutions, while being able to offer the benefits without many of the conflicts of interests faced by those large institutions. We believe that we have created a platform that is ideal for the growth and prosperity of our clients and allows us to prioritize the needs of our clients about all other interests.
Vintage West Capital Management provides a select group of successful individuals, families and corporations with a high level of independent, objective financial advice and a comprehensive range of financial services to help manage the many complexities of their financial, business and personal lives. We are able to provide our clients with the same investment tools and products found in a large firm, but are able to deliver them with the kind of personal care and attention which is unique to a smaller firm. Our independent structure does not bind us to a single brokerage firm or bank, allowing us the freedom and flexibility to provide our clients with the advice and solutions that are best suited for their unique needs.
We were created to encompass certain core values which we believe set us apart in this industry including trust, integrity, experience and quality. We conduct business with a sense of purpose and leadership. These core values provide the backbone necessary to succeed in managing and advising our clients on their wealth, legacy and ultimately their mark on life.