Trusted Alliances

Vaultis Private Wealth integrates the strength of all multiple companies to bring the highest level of understanding and transparency to our clients when managing their financial concerns and family goals.

Investing in today's complex financial environment requires a significant commitment. Many Financial Advisors often have insufficient time or the experience to make the many decisions necessary to properly manage an investment portfolio. That is why Vaultis Private Wealth teams with Morningstar Investment Services to provide our clients professional portfolio management. Vaultis Private Wealth offers investment portfolios designed to provide high-quality, full-time money management services  aligned with your individual risk number to a broad range of individual and corporate investors.

Morningstar Investment Services

Together with Morningstar Investment Services, Vaultis Private Wealth is committed to putting investors first. Thats why we provide a diverse range of managed portfolios created to help secure your financial future.

Whether that means investing in mutual funds,exchange -traded funds,or stocks the strategies we offer are designed to be part of a plan that supports your financial well being.

Fidelity Investments

In today's competitive market you need a comprehensive set of sophisticated technology, flexible wealth management tools and deep resources to help provide top level client relationships. This is the reason Vaults Private Wealth has selected to work with Fidelity's Wealth Central.  Wealth Central will ensure our clients enjoy the peace of mind and support of a firm with more than 60 years in investment management.

Riskalyze

Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments. Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine and Best Client-Facing Technology by Morningstar Advisor. Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts. The result is a risk score between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Vaults Private Wealth then builds an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.

“Vaultis Private Wealth has ushered in a new era of predictability and reliability for their clients by investing in the only way to quantitatively pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like Vaultis Private Wealth, who are committed to investing in the success of their clients.”