ABOUT VANTAGE
The People Behind the Plan.
Good financial advice starts with understanding people. Meet the team behind Vantage Wealth Strategies — a group committed to bringing thoughtful investment management, comprehensive financial planning, and personal attention to every client relationship.
People first.
Strategy always.
OUR TEAM
Different Perspectives. One Shared Purpose.
Vantage Wealth Strategies brings together professionals with different areas of expertise, united by a common commitment: helping clients make thoughtful decisions about what they've built and where they're going next.
From investment management and financial planning to strategy and client experience, our team works collaboratively to keep the bigger picture in view.
TYLER BUBOLZ
Managing Partner & Founder
Head of Investment Management
Tyler Bubolz is the Managing Partner and Founder of Vantage Wealth Strategies and leads the firm's Investment Management division. Tyler helps shape Vantage's investment philosophy and oversees the firm's approach to portfolio management and investment strategy.
His role combines investment leadership with a broader commitment to helping clients make thoughtful, informed decisions about the wealth they've worked hard to build.
FOCUS
Investment Management • Portfolio Strategy • Firm Leadership
MATTHEW HUTTON, CFP®
Partner • Head of Financial Planning
Matthew Hutton, CFP®, is a Partner at Vantage Wealth Strategies and leads the firm's Financial Planning division. He focuses on helping clients bring the many pieces of their financial lives together into a clear and coordinated strategy.
Through comprehensive financial planning, Matthew works to help clients understand their options, navigate important decisions, and connect their financial strategies with the goals that matter most to them.
FOCUS · Comprehensive Financial Planning • Retirement Planning • Wealth Strategy
JOSH FEDORCHAK
Partner & Co-Founder • Financial Planner
Josh Fedorchak is a Partner and Co-Founder of Vantage Wealth Strategies and serves as a Financial Planner. Josh works with clients to understand their goals, organize the moving pieces of their financial lives, and develop thoughtful strategies for the road ahead. As a co-founder, Josh also plays an important role in helping shape the firm's client experience and collaborative approach to wealth management.
FOCUS
Financial Planning • Client Strategy • Wealth Management
LUKE ELGAR
Junior Partner
Strategy Specialist — Investment Management
Luke Elgar is a Junior Partner at Vantage Wealth Strategies and works within the Investment Management division as a Strategy Specialist. Luke contributes to the team's ongoing investment research, strategy development, and portfolio analysis.
His role supports Vantage's commitment to maintaining a thoughtful, engaged approach to investment management while helping the team evaluate opportunities and risks within the broader client strategy.
FOCUS
Investment Strategy • Research • Portfolio Analysis
CADY BOGUE
Client Service Experience Specialist
Cady Bogue is Vantage Wealth Strategies' Client Service Experience Specialist, helping ensure that the client experience is thoughtful, responsive, and organized from day to day.
Cady plays an important role in supporting clients and the Vantage team, helping coordinate the details that allow the broader wealth management experience to run smoothly and personally.
FOCUS
Client Experience • Service • Coordination
HOW WE WORK TOGETHER
One Team. A Bigger Picture.
We believe clients shouldn't have to navigate investment management, financial planning, and important financial decisions through disconnected conversations. Our team works collaboratively so different areas of expertise can come together around one shared understanding of the client.
COLLABORATIVE
Different perspectives working toward the same goal.
PERSONAL
Relationships matter as much as the numbers.
THOUGHTFUL
We take the time to understand before recommending a path forward.
LONG-TERM
We're building relationships designed to evolve with our clients.