New York · Registered Investment Adviser
Vantage Advisory Group delivers institutional-caliber investment management and financial planning to high-net-worth individuals, families, and business owners.
Request a Consultation$2.8B
Assets Under Management
As of Q1 2025
340+
Client Relationships
HNW families & individuals
22
Years of Practice
Founded 2003
Services
Customized portfolios across equity, fixed income, and alternative asset classes. Managed to your specific risk profile and return objectives.
Comprehensive analysis of retirement income needs, Social Security timing, required minimum distributions, and legacy planning.
We work alongside your estate attorney and CPA to align your financial structure with your legacy intentions.
Pre-liquidity planning, tax minimization strategies, and post-exit wealth management for business owners.
The People Behind the Work
CFP®, CFA
Senior Wealth Advisor
Retirement & Income Planning
18 years in retirement planning and portfolio construction. Michael leads client strategy for the firm's largest relationships.
CFA
Portfolio Manager
Investment Management
Background in institutional asset management. Sarah oversees investment process, asset allocation, and portfolio construction.
CFP®, JD
Financial Planner
Estate & Tax Strategy
Specializes in estate planning, tax-efficient investing, and business exit strategies. Works in close coordination with attorneys and CPAs.
Start a Conversation
We work with clients who value institutional-quality investment management and a planning relationship built over years, not quarters. Typical new relationships begin at $1M in investable assets.
New York Office
212-555-0198
inquiry@vantageadvisory.com