The Vantage mission is to challenge the status quo of financial planning and to educate our clients with honesty. We attentively guide them to build the unique wealth strategies that position themselves in the center of profit and control of their financial lives.

Vantage Insurance &
Wealth Strategies

Vantage is your complete resource to set and reach your financial goals. By utilizing a team-based approach, we bring together top experts across the spectrum of the financial and legal industries in a “family office” model, all with YOU at the center. We custom tailor your solutions, and the financial tools necessary, to give you the advantage.

vintage insurance group

Get to know Vantage



Our clients typically see a 30-50%increase in retirement income by implementing just one of our simple strategies.




Long Term Care







Whether you’re a small business owner, a partner in a mid-sized company, or the CEO of a national  corporation, having the proper business insurance policies in place can mean the difference between great financial struggle or thriving success! Smart and strategically designed policies like key-person life insurance, buy-sell agreement life insurance, executive bonus plans, and group plans can prepare you and your team for the best possible future while protecting you from some of the greatest threats to your success. Click to browse our business products and services.


These solutions will help protect your organization against the loss of a key leader, director, or pastor, and provide solutions for donors and key supporters. Learn strategies to generate generous contributions and impact your community massively and ensure that the mission and vision of your cause or ministry expands with each new generation of leaders.


Families & Individuals

Vantage provides the right tools at the right time for whatever season of life you are in. Whether you’re young and haven’t started a family yet, right in the midst of all the chaos of raising kids and balancing your career, or stepping into your golden retirement years, Vantage can help you make the most of what you have and prepare for a brighter and more secure future!

Seniors & Retirees

Retirees face unique financial challenges as they switch from building their wealth and retirement, to taking income and planning legacy. The problem begins when you try to use the same principles and strategies you used to build wealth, for turning that wealth into a secure retirement with lasting income. The rules change in retirement. You must now know how to shift to the best strategies for offsetting risk and volatility, avoiding taxation, fighting inflation, and preparing for extended (and inflated) health care costs. That’s where Vantage comes in to guide you to the simple and powerful solutions to give you the true peace of mind you seek.

We’re the strategic advantage to help you experience financial wins, all the time — check our client reviews.

What Our Clients Have To Say…


We’re a privately-held, full-service insurance brokerage serving the Inland Empire. Our main objective is to help you escape or avoid the tyranny of debt and poor financial habits. We do this with specialized education and products that produce the necessary advantage for you to experience and maintain financial success. We don’t just “sell insurance;” we teach you how to develop a wealth plan with strong offense and defense.

Get in touch with the Vantage team and receive a complimentary plan review of your current plan, or simply discuss how to adopt a more strategic option that better suits and benefits you.

Proud member of…

Greater Riverside Chambers of Commerce
Highland Area Chamber of Commerce

Make An Appointment


Request a consultation today with no cost and no obligation, and start investing in your future. Our insurance policies can be portable and convertible!

Still Have Questions? Reach Out To Us, We’d Love To Chat!