# Vantage Financial joins NorthRock Partners

- **Website:** <https://vantagefinancialwi.com>
- **Primary alias:** `vantagefinancialwi.com`
- **Location:** Charlotte, North Carolina, United States

## Description

Vantage Financial Partners is a registered investment adviser offering wealth management, fiduciary-focused financial planning, and tax services to help individuals and families work toward their financial goals. The firm emphasizes advice centered on clients’ interests and provides advisory services only where it and its representatives are properly licensed or exempt from licensing. A client service agreement must be in place before advice is provided.

The website offers practical financial tools, including retirement, mortgage, future value, tax, and college savings calculators. It also shares scholarship information, with applications and student-athlete resources for Columbus, Elm Grove, and Huron, as well as details about scholarship winners. Clients can access links to platforms including eMoney, Black Diamond, Fidelity Investments, and Schwab.

Vantage reports that its team has joined forces with NorthRock Partners, describing the partnership as a way to expand the reach and depth of its financial advice and services. The site also makes regulatory disclosures and client documents available, including its relationship summary, privacy policy, disclosure brochure, and FINRA BrokerCheck information.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Vantage-Financial-Partners-1383481308335290)
- [linkedin](https://linkedin.com/company/vantage-financial-partners)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id1h2CYpob/w/250/h/53/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793134943834)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1h2CYpob/w/320/h/320/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793134943951)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Limed Spruce | #304148 | accent |
| Wild Sand | #f5f5f5 | light |
| Bunker | #172322 | dark |

## Fonts

- Montserrat — asset _(google)_
- Verdana — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1h2CYpob/w/200/h/33/idbi9PNErh.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793134944036)

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_Source: <https://brandfetch.com/vantagefinancialwi.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._