Robert  Lawson
Vector Wealth Management

Tel: (612) 378-7560
43 Main Street SE
Suite 236
Minneapolis, MN 55414

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Vector Wealth Management | Financial Advisor in Minneapolis ,MN


About Vector Wealth Management

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' interest - 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 volatility - 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 experienced before.


General Information

Firm Start Year:   1993
No.of Employees:   20-49
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:   Financial Planning Association (FPA) , American Institute of Certified Public Accountants (AICPA) , National Association of Personal Financial Advisors (NAPFA) , National Association of Estate Planners & Councils (NAEPC) , Paladin Registry


Firm Information

Firm's Number of Clients:   900
Assets Managed by Firm:   $1 Billion


Compliance

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 and 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



Faqs

  • Do you have a customer satisfaction or refund policy? Vector does not have a written refund, however our advisor agreement can be ended with 30 days notice by either party. Vector gauges customer satisfaction by our retention ratio. We are very proud to have a retention ratio of over 95% and, prior to merging a smaller firm into us this year, our average client tenure was 10.4 years. The majority of Vector's original client base continues to trust Vector as their primary Wealth Advisor and have offered to be references.
  • What are your qualifications? What is your education background? Members of the Vector Wealth Management team hold certifications including CERTIFIED FINANCIAL PLANNER professional, CFP® professional, CFA Charterholder, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC®), Masters Degree in Financial Services (MSFS), Accredited Investment Fiduciary (AIF®), Accredited Asset Management SpecialistSM (AAMS®), and Registered ParaplannerSM. We invite you to get to know the members of the Vector Wealth Management team.
  • What is your approach to financial planning? Vector Wealth Management adopts a team-based approach to financial services, recognizing that the best way to solve unique, complex financial challenges is to utilize multiple perspectives, resources, and areas of expertise. You will receive services from:
    • an advisor
    • a portfolio manager
    • an advanced planning specialist
    Your relationship begins by the Vector team listening and developing a SOJOURN® wealth plan, a proprietary application and process which serves as your financial foundation for refined decision making.
  • What services do you offer? Clients of Vector Wealth Management can benefit from the following defining characteristics:
    *Fiduciary approach -- acting only and solely in the clients' interest
    *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 volatility
    *Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients
  • How many clients do you currently manage? Clients have trusted Vector Wealth Management with over $1 billion of assets under management representing 900 families.
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Disclosures


Disclaimer

Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

 Robert  Lawson

Robert  Lawson


Wealth management has gotten complex. We have a unique process to make it simple.

My Team


Thomas Fee
Thomas Fee Managing Partner
Tom Fee is a Principal and Managing Partner of Vector Wealth Management, which he founded in 1993. Tom began his career in the industry with a firm that had managed his money for 15 years. Once there, he realized that the services and processes were not as robust or client- centric as possible and involved a commission only structure. It appeared to Tom that he could best serve his clients by working with a firm that had a fee-based relationship with its clients; the result was Ve ...more

Sharon Calhoun
Sharon Calhoun Principal
Sharon Calhoun serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. She also directs Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Sharon Calhoun joined Vector Wealth Management in 2000. Her persistent attention to detail enables her to serve as both a Principal of the firm and the Director of the Advanced Planning group. Sharon's team is centrally responsible for the individualized preparation and ...more

Todd Stueve
Todd Stueve Principal, Senior Wealth
Todd Stueve serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Todd joined Vector Wealth Management in 2017. Prior to joining Vector, Todd was a founding member of SNS Financial Group, LLC and a Registered Representative with NEXT Financial Group, Inc. Todd has been in the financial services industry since 1998. Todd e ...more

Tyler Schelhaas
Tyler Schelhaas Principal, Senior Wealth
Tyler Schelhaas serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Tyler joined Vector Wealth Management in 2017. Prior to joining Vector, Tyler was a charter member of SNS Financial Group, and worked with Charles Schwab as a Financial Consultant. Tyler has been in the financial services industry since 2003. Tyler earn ...more

Joseph Grochowski
Joseph Grochowski Senior Wealth Advisor
Joe Grochowski serves as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Joe joined Vector Wealth Management in 2011. Prior to joining Vector, Joe worked with a Twin Cities bank as the Director of its Investment Services Department. Joe has been in the financial services industry since 2002. Joe earned a Bachelor of Arts degree in Business Admi ...more

Robert Lawson
Robert Lawson Senior Wealth Advisor
Bob Lawson serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Bob joined Vector Wealth Management in 2016. Prior to joining Vector, Bob worked in the banking sector as a senior wealth advisor. Bob has been in the financial services industry since 2000. Bob earned a Master of Business Administration from the University of St. Tho ...more

John Tenley
John Tenley Senior Wealth Advisor
John Tenley serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. John Tenley joined Vector Wealth Management in 2017. Prior to joining Vector, John worked with SNS Financial Group as a Private Wealth Manager. John has been in the financial services industry since 2006. John earned a Bachelor of Arts degree in Economics with a focus on Finance f ...more

Kyle Matkaitis
Kyle Matkaitis Senior Wealth Advisor
Kyle Matkaitis serves as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Kyle joined Vector Wealth Management in 2017. Prior to joining Vector, Kyle worked with Fidelity Investments as a Financial Consultant, and at AXA Equitable in the Retirement Benefits Group. Kyle has been in the financial services industry since 2009. Kyle earned a Bachelo ...more

Jason Ranallo
Jason Ranallo Director-Portfolio Mgmt
Jason Ranallo serves as Director of Portfolio Management at Vector Wealth Management. He directs Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Jason joined Vector Wealth Management in 2005. Prior to joining Vector, he worked with Piper Jaffray and Co. Jaso ...more

Daniel Powers
Daniel Powers Principal-Portfolio Mgmt
Dan Powers serves as a Principal and as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Prior to joining Vector, Dan was a charter member of SNS Financial Group. Dan has been in the financial services industry since 2008. Dan earned a Bachelor of Arts degree in Economics and Finance from Bethel University. Mr. Powers is working towards his designa ...more

Jacob Ranallo
Jacob Ranallo Portfolio Mgmt Group
Jacob Ranallo serves as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. Jake joined Vector Wealth Management in 2011. Prior to joining Vector, Jake worked with Wells Fargo Home Mortgage as a Loan Specialist. Jake has been in the financial services industry since 2010. Jake earned a Master of Business from the University of Minneso ...more

Michael Mayer
Michael Mayer Portfolio Mgmt Group
Mike Mayer serves as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. Mike joined Vector Wealth Management in 2017, Michael worked with Pacific Life as a New Business Specialist. Mike has been in the financial services industry since 2012. Mike earned a Bachelor of Arts degree in Finance from the University of St Thomas.

Krista Reeves
Krista Reeves Adv Plan/Client Services
Krista Reeves serves as a Financial Planning Specialist at Vector Wealth Management. She is also a member of the Advanced Planning Group which focuses on wealth enhancement and concerns beyond investments such as retirement, estate, insurance, and tax planning. Krista joined Vector Wealth Management in 2007. Prior to joining Vector, she worked with Secure Mortgage as an assistant loan processor. Krista has been in the financial services industry since 2005. Krista earned a Bachelor of Arts deg ...more

Eric Arndt
Eric Arndt Adv Plan/Client Services
Eric Arndt serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of the Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Eric joined Vector Wealth Management in 2015. Prior to joining Vector, Eric worked with Wells Fargo Private Bank as a Senior Client Associate. Eric has been in the financial services industry since 2004. Eric earned a Bachelor of Science degree in Business Administration with a f ...more

David Moser
David Moser Advanced Planning
David Moser serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. David joined Vector Wealth Management in 2015. Prior to joining Vector, David worked with a Twin Cities financial firm as a Securities Trader. David has been in the financial services industry since 2010. David earned a Bachelor of Arts degree in Business Administration focused on F ...more

Christopher Wagner
Christopher Wagner Advanced Planning
Chris Wagner serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of Vector's Advanced Planning Group , which develops client centered and integrated wealth management solutions. Chris joined Vector Wealth Management in 2017. Prior to joining Vector , Chris worked with a Twin Cities investment advisory firm as a Financial Planning Assistant. Chris has been in the financial services industry since 2011. Chris earned a Bachelor of Business Administration deg ...more

Suzanne Klapperich
Suzanne Klapperich Adv Plan/Client Services
Suzy Klapperich serves as Chief Compliance Officer at Vector Wealth Management. She is also a member of Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Suzy joined Vector Wealth Management in 2015. Prior to joining Vector, Suzy worked with AdvisorNet Insurance as an Account Executive. Suzy has been in the financial services industry since 1987. Ms. Klapperich holds the following designations: Financial Paraplanner Qualifie ...more

Melissa Hoffman
Melissa Hoffman Adv Plan/Client Services
Melissa Hoffman serves as a Client Services Specialist and is the Office Manager at Vector Wealth Management. She is a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Melissa joined Vector Wealth Management in 2015. Prior to joining Vector, Melissa worked with a Twin Cities financial firm as an Administrative Assistant. Melissa has been in the customer service and financial planning industry since 2001. ...more

Katherine Poley
Katherine Poley Client Services
Kate Poley serves as Client Services Specialist at Vector Wealth Management. She is also a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Kate joined Vector Wealth Management in 2017. Prior to joining Vector, Kate worked with Carlson Marketing Group as an Event Planner and with a food broker as an Executive Assistant. Kate has over 20 years of customer service experience. Kate earned a Bachelor of Arts ...more

Jacob Fee
Jacob Fee Internal Advisor Support
Jake Fee serves as a Financial Planning Specialist and internal support for advisors at Vector Wealth Management. He also is a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Jake joined Vector Wealth Management in 2017. Prior to joining Vector, Jake worked with Faelon Partners as an intern. Jake has been in the financial services industry since 2015. Jake earned a Bachelor of Arts degree in Finance fro ...more

Ezra Firkins
Ezra Firkins Communications
Ezra Firkins serves as the Communications Specialist at Vector Wealth Management. He directs Vector's Communications Group, which is responsible for communication platforms, engagement initiatives, and message continuity. Ezra joined Vector Wealth Management in 2018. Prior to joining Vector, he worked with a Twin Cities clean energy finance consultancy. Ezra has been in the strategic communications industry since 2000. Ezra earned a Bachelor of Arts degree in Journalism with a focus on ...more

Communities Served

Afton Andover
Anoka Bayport
Cedar Champlin
Chanhassen Chaska
Circle Pines Cottage Grove
Dayton Excelsior
Farmington Forest Lake
Hamel Hanover
Hopkins Houlton
Hugo Inver Grove Heights
Lake Elmo Lakeland
Lakeville Long Lake
Loretto Maple Plain
Mendota Minneapolis
Minnetonka Mound
Newport Osseo
Plymouth Prior Lake
Rogers Rosemount
Saint Paul Saint Paul Park
Savage Shakopee
South Saint Paul Spring Park
Stillwater Vermillion
Victoria Wayzata
Willernie Wyoming
Serve clients throughout the United States

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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