Our approach is predicated on our belief in our core values of trust, integrity, quality, leadership, purpose and experience. These values help enable us to place the needs of the client unequivocally first and allows us to provide the personalized attention to each individual we service. For successful individuals and families, building, preserving and passing along their personal wealth requires customized services and specialized attention. A level of personal involvement with a client is required in order to fully understand the total scope and complexity of their financial and personal concerns. Vintage West Capital Management takes the time and effort to understand the complexity of our clients lives – financially and personally – which enables us manage their financial affairs and their estates for current and future generations.
Given our personal involvement with each of our clients, we intentionally maintain a small, select group of families, individuals and corporations that we work with, and are accessible to them any time of day, for any reason. We take a discreet approach to our practice and confidentiality is of utmost importance. We view our relationship with our clients as a partnership where we all work together to achieve the common goal. The partnership enables us to stay continually involved in all aspects of our clients lives: day-to-day, month-to-month, year-to-year, every step of the way. We hold performance review meetings with our clients semi-annually, or as often as our clients wish to get together. Vintage West Capital Management provides counsel to our clients on all aspects of their lives: financially, professionally and personally and we are continually assessing how any developments impact the current financial plan in place and retain the flexibility to alter it based upon any change in circumstance.