Financial Analysis: 
VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint"​ identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success.

Unique Capabilities Team:
At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide.

Life Long Relationships:
Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered Branch Number: 616-534-9623.  23192015—5/21

Please visit our website for additional disclosures: http://www.vpfgroup.com


Specialties:
Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement Planning 

Finance

Investment Management

VantagePointe Financial Group

The Brookfield office focuses on financial services, providing advisory and executive support to clients and teams.

Brookfield

VantagePointe Financial Group's headquarters in Grand Rapids, MI, United States

The Mishawaka office focuses on investment services, client representation, and business development in Indiana.

Mishawaka

David R. Pasciak

Patrick J. Modjeski

Rich Bort

Financial Advisor Ryan Barber

Cindy Gretschmann

Troy Ernzer

Cassidy Cheray

The Sales and Business Development team at VantagePointe Financial Group focuses on identifying and cultivating new client relationships, generating sales of financial products and services, and driving business growth. This team also plays a key role in expanding the firm's market presence and recruiting top talent, ensuring that clients receive tailored financial solutions to achieve their financial goals.

Sales and Business Development

The Leadership Team at VantagePointe Financial Group is responsible for guiding the company's strategic direction, overseeing major financial analysis initiatives, and ensuring the delivery of comprehensive financial strategies. This team works collaboratively to foster life-long relationships with clients while driving business development, upholding excellence in service, and supporting the professional growth of their Associates.

VantagePointe Financial Group

Org chart

Teams

Sales and Business Development

Leadership Team

Offices

VantagePointe Financial Group

Org chart

Teams

Sales and Business Development

Leadership Team

Offices

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