Vector Wealth Management
Charlie Gruys, CFP®, is a seasoned Wealth Advisor at Vector Wealth Management, where responsibilities include serving as a Financial Planning Specialist and contributing to the Advanced Planning Group to create integrated wealth management solutions. Prior to this role, Charlie gained extensive experience at Fidelity Investments as an Investment Consultant, Relationship Manager, and Financial Representative, focusing on financial planning and client service. Additional experience includes serving as a Jr Race Program Coach at Team Gilboa and roles at Vanguard as an Investment Specialist and Client Relationship Associate. Charlie holds a degree in Business with a focus on Finance and Economics from Montana State University-Bozeman.
Vector Wealth Management
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. Since 1993, we have helped our clients make the transition from wealth accumulation to wealth distribution. We offer a personalized investment policy and retirement income plan using SOJOURN our proprietary software application. We want to help our clients get today right! Our experience has shown us that when our clients have more confidence about tomorrow's possibilities they do a better job of enjoying today. Visit vectorwealth.com/regulatory for important disclosures about our investment advisory services. Vector Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. V23261048