Integrated Financial and Insurance Solutions

Vault Financial, LLC is an independent, fee-based registered investment advisor located in Scottsdale, Arizona.  Our goal is to be your trusted advisor when it comes to financial and insurance solutions.

We specialize in risk adjusted portfolios and retirement income planning.

Client assets are held with non-affiliated third-party custodians.  Charles Schwab is our preferred custodian for client assets.

What We Do

Discuss it...Develop it...Implement it...Manage it...Protect it...Monitor it...Adjust it...

  1. What is "IT"?

  2. Your Financial Future...

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