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    Wealth Management For Medical Professionals

     

  • Are you Confident

    That you are on target to ensure the retirement of your dreams?

     

  • Do You Feel

    That your financial consultant has the necessary skills to provide you with knowledgeable advice and personalized service?

     

   

Why Us?

We understand your unique challenges – preoccupied with a busy work schedule and trying to fit in time with kids and family, or just some much needed rest.  How do you squeeze out more time to think about your own retirement planning?

We take the guesswork out of your hands, and guide you through all the decision processes, one step at a time.

 

Founder’s Message

Welcome!

I chose the name VinePoint because it is my aspiration for our firm to leave a positive and lasting footprint in the pursuit of life’s goals and dreams of those with whom we cross paths.  I believe that all our actions and interactions have an eternal value and purpose that is beyond the monetary or material reward of today and tomorrow.

Thank you for visiting.

 

~ Caleb Tsang

 

About Us

We specialize in helping medical professionals have confidence with their retirement plan.

One thing that makes us different is our tax expertise.  We are wealth advisors with an active CPA license – giving you a unique and comprehensive approach to wealth management and tax savings at the same time.

 

Our Process

We use a streamlined 3-step process to customize a plan for your situation and goals, and help you stay true to that plan over time – making adjustments as needed.

Our systematic and disciplined approach to wealth management will allow you more time for things that matter to you most – your family, hobbies, and rest!

OUR SERVICES

We focus our services on the following core areas

 

Investment Management

Investments are akin to sails on a sailboat – they are tools to help you reach your destination.  Which sails to use and how to position them depend on factors such as weather conditions, boat type and voyage particulars.  We help you navigate the uncertainty of the markets and build long-term security by focusing on minimizing costs and taxes, diversifying your portfolio and instilling discipline.

 

Asset Protection

Accumulating wealth without a deliberate effort to protect that wealth is like filling a leaky water bottle.  Avoidable taxes, inefficient strategies and unplanned turn of events may all contribute to a less-than-optimal growth for your family’s nest egg.  We help identify potential risks and implement strategies to mitigate them, giving you the confidence in knowing that you and your family are taken care of.

 

Legacy Planning

Whether you are philanthropically inclined or simply wish to ensure a secure financial future for your children and grandchildren, we help you clarify your intent and formulate a strategy to fulfill those objectives.  Our goal is to enable you to honor the promises you have made to your loved ones and cherished causes.

 

QUALIFIED

RETIREMENT PLANS

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Our Team

Learn more about our team of professionals

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Caleb Tsang

Founder

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Caleb Tsang

CPA, PFS, CFP®, AIF®, AEP®, CPWA®

Founder, Director of Wealth Management and Planning

 

Professional Experience

  • Tax and estate planning, retirement planning, investment planning and management, asset protection and risk management planning
  • ERISA plan (401k, cash balance, defined benefit, etc.) consultation and advisory
  • Broad understanding of the capital markets and foreign exchange market - spent years trading complex equities derivatives and foreign currencies
  • Ernst & Young alumnus

Qualifications

  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™​
  • Accredited Investment Fiduciary®
  • Accredited Estate Planner®
  • Certified Private Wealth Advisor®
  • Bachelor of Science in Business Administration

Memberships

  • American Institute of Certified Public Accountants
  • California Society of CPAs
  • Investments & Wealth Institute (formerly Investment Management Consultants Association)
  • National Association of Estate Planners & Councils
  • Financial Planning Association

Personal Interests

  • Healthy living and clean eating
  • Functional fitness
  • Sports, sports, more sports…
  • Canucks, Rams, NYG, Lakers, Dodgers, Liverpool - to name a few, in no particular order

 

Bio
Photo of team member

Grace Lee

Wealth Advisor

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Grace Lee

CPA, CFP®, AIF®

Wealth Advisor

 

Professional Experience

  • Tax and retirement planning, investment planning and management, asset protection and risk management planning
  • ERISA plan operations and management
  • Individual and corporate tax compliance at CPA firms and private industries

Qualifications

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®
  • Master of Science in Accountancy
  • Bachelor of Arts in Linguistics, with minor in Quantitative Finance

Memberships

  • American Institute of Certified Public Accountants
  • California Society of CPAs
  • Financial Planning Association

Personal Interests

  • Traveling
  • Good food
  • Musicals and concerts
  • Spending time with family, friends and her canine companion

 

Bio

Resources

We have the resources to keep you informed

 

Blog/Articles
 

Events/Seminars
 

Account Access

 

Useful Websites

Contact Us

We would love the opportunity to become your trusted advisor

Phone: 626.541.9030
Fax: 626.541.9030

Email: info@vinepointwm.com

2700 E. Foothill Blvd., Suite 210
Pasadena, CA  91107

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Quick Message

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  • Legal, privacy, copyright and trademark information
 
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
 
Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory ServicesSM.
 
The Avantax family of companies exclusively provides investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
 
This information is not intended as specific tax or legal advice. Please consult our firm or your legal professional for specific information regarding your individual situation.
 
 

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