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Vintage Wealth Management Group, Inc.

Vintage Wealth Management Group, Inc.


Vintage Wealth Management Group, Inc.'s financial review

Vintage Wealth Management Group, Inc.'s Revenue (Yearly)

1.4M

Employees

2


Vintage Wealth Management Group, Inc. information

Vintage Wealth Management Group, Inc. is an independent, minority-owned firm specializing in financial planning, investment advisory and consulting services. Vintage was founded in 2009 by Densel Fleming, CFP. He left corporate America to build his dream of owning his own business, where folks were treated like family and no one was marginalized. Vintage prides itself in managing wealth for fam...
Vintage Wealth Management Group, Inc. is an independent, minority-owned firm specializing in financial planning, investment advisory and consulting services. Vintage was founded in 2009 by Densel Fleming, CFP. He left corporate America to build his dream of owning his own business, where folks were treated like family and no one was marginalized. Vintage prides itself in managing wealth for families and businesses alike. Vintage is a proud supporter of, not only the local community, but the larger, often under-served communities of minorities in the investment space. It is our firm belief that acquiring and growing wealth does not have to be intimidating or overwhelming. Road To SuccessA comprehensive strategy is developed so our clients achieve their most important financial goals. Our core strategy includes:• quality investment management, • financial planning, and • consulting.A thorough understanding of each client's financial situation allows us to make quality recommendations and give sound, impartial advice. The Vintage Wealth Management Group team takes pride in working one-on-one with clients to help develop their wealth strategies and assist them in executing financial plans of action.Let's Get StartedIf you are interested in learning more about how to begin planning your financial future or are interested in a review of your existing portfolio, we are a phone call away. We provide concierge service to our clients and are here whenever you are ready to talk.We are conveniently located in beautiful downtown Charlotte. We look forward to meeting you and helping with your financial goals! Call us today!

Vintage Wealth Management Group, Inc. industries

Investment management
Financial services

Vintage Wealth Management Group, Inc.'s financial review

Vintage Wealth Management Group, Inc.'s Revenue (Yearly)

1.4M

Employees

2

Employees

Chief Wealth & Investment Officer
Investment Management

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