Vector Wealth Management was established in 1993 as a
nationally Registered Investment Advisory firm. Today we
manage over one billion dollars of client assets, providing
personal guidance and a long-term, collaborative approach that
reflects our clients' unique needs. We have authored and
developed multiple financial software applications, including
the proprietary SOJOURN® retirement income program.
Our clients include those retired, approaching retirement,
corporate executives with complex stock plans, professionals
with high earning potential, and perhaps most uniquely-
individuals with investment real estate.
Clients of Vector Wealth Management can benefit from the
following defining characteristics:
-Fiduciary approach acting only and solely in the clients'
-Proprietary wealth planning software application, SOJOURN®
-Strategic, customized, tax efficient financial planning
-Collaborative team approach with strong client relationships
as a centerpiece
-Disciplined investment process focusing on providing long-
term liquidity, stability, and growth while managing
-Nearly three decades of guiding clients through life events
with understanding knowledge and importantly the collective
wisdom gained from its clients
Ultimately, the firm seeks, through its proprietary
application SOJOURN®, to help clients have an understanding
and confidence around their financial lives that they have not
In 2017, Vector Wealth Management, LLC acquired majority
ownership interest in SNS Financial Group, LLC ("SNS") which
was formed in 2010. Together, we continue to do business as
Vector Wealth Management.
|Firm Start Year:||1993|
|States Licensed in:||MN AZ CA FL IL LA NC ND PA TN TX WI|
|Number of Years with Current Firm:||25|
|Qualifications & Memberships|
|Financial Organization Memberships:||Minnesota Society of CPAs , Financial Planning Association (FPA) , National Association of Estate Planners & Councils (NAEPC) , American Institute of Certified Public Accountants (AICPA) , Paladin Registry , National Association of Personal Financial Advisors (NAPFA)|
|Firm's Number of Clients:||900|
|Assets Managed by Firm:||$1 Billion|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1% or less|
|Additional Details on Charges:||
0.85% over $1 million;
0.75% over $3 million;
0.65% over $5 million
|Organization:||The MacPhail Center for Music Minneapolis, MN|
|Position :||Board Member|
|Bachelor of Science in Business - Accounting||
University of Minnesota - Minneapolis, MN
|Master of Business Administration - Finance||
University of St. Thomas - St. Paul, Minnesota
Bob Lawson joined Vector Wealth Management in 2016 as a Senior Wealth Advisor. Bob's comprehensive approach to managing wealth incorporates his extensive knowledge of personal finance, investment management, charitable planning, wealth transfer, tax and estate planning, private banking and fiduciary and trust services.
Bob is a member of Vector's Investment Committee, responsible for securities selection and client portfolio allocations. Bob's focus is on the client experience, building positive and trusting relationships through servant leadership, leading with integrity and simply doing what is right.
Prior to joining Vector, Bob served in senior wealth advisor and leadership roles in the banking industry.
Bob is a CERTIFIED FINANCIAL PLANNER" professional and a Certified Public Accountant. He earned a Bachelor of Science degree in Accounting from the University of Minnesota, Carlson School of Management, and a Master's degree in Finance from the University of St. Thomas. He is an active member of the Twin Cities Estate Planning Council, the Financial Planning Association® and the Minnesota Society of CPAs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER" and federally registered CFP (with flame design) in
the U.S., which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.
Financial Advice & Consulting
Our goal is to give our clients an understanding and confidence around their financial lives that they have not had before.
Principal, Senior Wealth
|Circle Pines||Cottage Grove|
|Hugo||Inver Grove Heights|
|Saint Paul||Saint Paul Park|
|South Saint Paul||Spring Park|
|Serve clients throughout the United States|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
2017 2016 2015 ? more