Vantage Wealth Advisors

09/01/2024

It's September 1st - which means it is 901 day here in Memphis!
What are doing to celebrate our city today?

08/26/2024

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y

08/26/2024

Couldn't resist sharing this picture of Brian's dog on National Dog Day. Isn't Whiskey adorable?!?

Post a picture of your cute pup! 🐶

08/23/2024

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

08/22/2024

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

08/21/2024

What does your ideal retirement look like? We can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Rev up your retirement savings with these tips.

08/19/2024

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

08/19/2024

How many years are you from retirement? Review these important milestones to make sure you’re on track.

Our pre-retirement checklist may help you improve your savings.

07/30/2024

No postcard, but a client sent us this picture from their visit to Fenway Park. This stadium is on my bucket list! ⚾

07/15/2024

More clients fulfilling their retirement dreams!
We love getting postcards!

06/25/2024

Angie sent this to us at the office. Couldn't help but pass it along. Flash is so ready for her to be home! 😻

06/25/2024

Angie got her kidney pillow and is starting to capture signatures from her amazing team of doctors, nurses, care givers & family! The pillow provides comfort and is also a great keepsake to remember and celebrate this new chapter. 💚

06/25/2024

Life Changing! New beginnings! 😁
Angie got a NEW KIDNEY on June 22, 2024!! 💚
She is doing so well she may even go home today! 🙏🏼

06/21/2024

Celebrating National Yoga Day at the office! 😁
Brian recruited Teresa to pick up yoga over the last year. Who will be next?!? 🤔

06/14/2024

Last night, the ladies of Vantage Wealth Advisors loved getting in touch with their creative sides at a paint party. 🌼🌺🌻
We enjoy each other's company outside the office, too. 🤪

06/14/2024

Happy Flag Day! ❤️🤍💙

06/06/2024

Another one!! This time from GREECE! Our clients are really out there living out their dreams. 🤩🤩

05/28/2024

All the way from Switzerland! How cool is that?!? Keep the postcards coming!

05/15/2024

Brian is currently at the Ameriprise Financial Circle of Success National Conference in Orlando meeting with some of the most successful advisors in our industry. He can’t wait to share what he is learning from them – and how he can put all those great conversations to use for you.

Aren't these some cool pictures he snapped?!? 📷

05/09/2024

More clients out there living their best lives thanks to hard work, dedication and planning! ⭐

Let us know of anyone wanting to achieve their goals. Our team can help! 👍🏼

Also, keep the postcards coming. We love getting them! 📭

04/18/2024

Planting and investing are similar. The seeds we plant today can yield long-term benefits for our future. It's never too late to grow your wealth. We’re here to help you reach your goals.

04/09/2024

We’re excited to announce that Forbes magazine has named Brian Boswell one of their 2024 Best-in-State Wealth Advisors. We are so proud to work with someone who is devoted to looking out for our clients, their families and all they’ve worked to achieve, especially when life becomes unpredictable. Congratulations, Brian Boswell, on this magnificent accomplishment!

Get financial guidance in Germantown, TN from Brian Boswell & balance pursuing tomorrow's dreams with your goals for today.

04/08/2024

A not so normal day at the office. Solar Eclipse 2024. 🌕🌖🌗🌘🌑🌒🌓🌔🌕

04/05/2024

⭐ Our tangible award arrived, and we are so proud! We love serving our clients and helping them reach their goals - no matter how big or small. THREE-PEAT!!! ⭐

https://www.ameripriseadvisors.com/team/vantage-wealth-advisors/team-profile/

03/31/2024

03/18/2024

This postcard made it all the way from New Zealand! We love seeing clients achieve their goals - even their travel goals! Next time you're traveling, remember to send us a postcard. 😃

03/17/2024

Let us know if you find a pot of gold! ☘️💰

02/20/2024

Great news: Vantage Wealth Advisors has earned the distinct honor of receiving the Ameriprise Financial Client Experience Award again in 2023! Vantage Wealth Advisors attained this level of distinction by consistently delivering outstanding client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals.

12/22/2023

Wishing you and yours a wonderful holiday season!

12/21/2023

The first day of winter is here! What are you looking forward to this season?