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?
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.
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
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.
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!
We focus our services on the following core areas
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.
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.
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.
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.