Who We Are
Our firm was established in 1992. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial goals.
What makes us different? It's our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds — in finance, insurance, investments, and risk management. Many hold designations including CLU, ChFC, CFP®, and CLTC. It's our process. Each advisor is responsible for understanding your entire financial picture and providing the appropriate resources to meet a variety of needs.
Whom We Serve
Our clients are individuals, families, seniors, executives, business owners, retirees, employers, professionals, corporations, hospitals, schools, and municipalities — helping each with their most important financial needs. Whatever your goal, whatever your circumstance, we'll help steer you on the appropriate path to achieve your financial goals and dreams.
Individuals & Families
We help you build and preserve wealth by planning for life's milestones — education funding, retirement, asset protection, and estate planning.
Business Owners
From employee benefits and retirement plans to business succession planning, we help business owners protect what they've built and plan for the future.
Retirees
You have worked hard. Let us help ensure your wealth lasts your lifetime, supports your family, and leaves the legacy you desire.
High-Net-Worth Clients
A successful wealth management strategy provides for today and preserves for future generations. We coordinate with your attorney, trustee, and accountant for a comprehensive approach.
Firm Leadership
David R. Pasciak, CLU, ChFC, CRPC
Founder & President, VantagePointe Financial Group, LLC
David began his financial services career in 1980 and formed VantagePointe Financial Group in Grand Rapids in 1992. Since then he has grown the firm to over 65 associates throughout Michigan and across the Midwest, always guided by a commitment to quality service and long-term client relationships.
Read David's bioServing communities across the Midwest
From our Grand Rapids headquarters to offices throughout the region, a VantagePointe advisor is never far away.
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