Vintage Wealth Management Group 212 S. Tryon Street, Ste. 1770 Charlotte, NC 28281

Making Your Financial Future a Success

Plan for tomorrow today!

Making Your Financial Future a Success

Plan for tomorrow today!

About Us

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Our Inspiration

  

The word “vintage” is generally referred to in two unique ways. First, is a reference to the art of making fine wine during "Harvest Season" which happens after the ripening of quality grapes. Second, the word is used to reference the highest quality, characterized by excellence, maturity, endurance of appeal, and unique in class. With these concepts in mind, Vintage Wealth Management Group is dedicated to preparing clients for the most important events in their lives. 

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Our Philosophy

  

Quality wealth management occurs at the intersection of intellectual capital, individual goals and values, and professional financial management services. The goal of Vintage Wealth Management Group is to provide our clients - regardless of starting point - with additional intellectual capital and quality wealth and financial guidance to make dreams a reality. Acquiring and growing wealth does not have to be intimidating or overwhelming.

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Our Approach

  

A comprehensive strategy is developed so our clients achieve their most important financial goals. Our core strategy includes quality investment management, financial planning, and consulting. A thorough understanding of each client’s financial situation allows us to make quality recommendations and give sound, impartial advice. The Vintage Wealth Management Group team takes pride in working one-on-one with clients to help develop their wealth strategies and assist them in executing financial plans of action.

Financial Services

Investment Management

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In today's complex financial world, not all investments are alike or are applicable to every client. The VWMG comprehensive investment management approach helps our clients understand where they are in the wealth cycle (accumulation, preservation, or transfer), helps them plan accordingly, and ultimately leads to the best - unbiased and impartial - asset allocation recommendation to achieve their goals.

Financial Planning

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At VWMG, we recognize that every client has life events that are important: retirement, education, primary or secondary home purchase, and estate planning. We also recognize that each event requires strategic short and long term planning, and periodic reviews to ensure that our clients are on track to achieve their financial goals and are well prepared when the event happens.

Financial Consulting

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 A trusted partner, VWMG consults and advises a variety of individual and business clients as financial needs arise. VWMG is an excellent choice for persons and businesses searching for the best guidance and financial strategies appropriate for their unique circumstances. We are ready to leverage our skills, expertise, and knowledge for you.

Our Team

Densel Fleming, CFP®

  

Chief Wealth and Investment Officer, Densel Fleming has over 25 years of experience in the Financial Services industry. Prior to founding Vintage Wealth Management Group, Inc. in 2009, he honed his financial and investment skills and expertise with US Trust, Bank of America Private Wealth Management Group. Densel also worked as a Consumer Finance and Credit Manager with Wells Fargo (formally Norwest Financial).


Densel earned a Bachelor of Science degree in Agricultural Economics, and a minor in Business Administration from Alcorn State University and a Master of Science in Agribusiness & Economics from South Carolina State University. Additionally, Densel completed two years of marketing research at the University of Illinois at Urbana-Champaign, and completed the CERTIFIED FINANCIAL PLANNER™ Certification Education Program at North Carolina State University. His experience in research lead to success in publishing South Carolina Economic Development literature and achieving a Six Sigma (Greenbelt) certification. Densel is a CERTIFIED FINANCIAL PLANNER™ professional, a co-founder of the North Carolina Chapter of the National Association of Securities Professionals, and a member of the Urban Financial Services Coalition (Charlotte).


Densel has dedicated his life to community service and works with several national and local groups. 

  • March of Dimes, 2011 National Ambassador, Board Member and Chair
  • Foundations For The Carolinas - Board of Trustees 
  • Big Brothers Big Sisters, Strategic Advocate & Mentor
  • Levine's Children Hospital (Carolinas Medical Center) - Family Advisory Council
  • St. Jude Children's Research Hospital - Annual Race for Cause Marathon Runner
  • Urban Financial Services Coalition
  • Alpha Phi Alpha Fraternity, Inc.
  • National Association of Securities Professional, NC Chapter Treasurer

Relevant Reading

Get additional helpful information here: www.letsmakeaplan.org.

Benefits of Financial Planning - Let's Make a Plan (pdf)

Download

Personal Finance Newsletter - CFP Let's Make A Plan (pdf)

Download

Contact Us

Start planning today with VWMG

Establish the future you (and your family) deserve by adding financial planning and investing to your story, your legacy. It's never too late to start.  Contact us today and let us know how we can help you.


Vintage Wealth Management Group, Inc. is located on the top floor of the historic Johnston Building. When built in 1924, the Johnston Building was the tallest building in Charlotte with 15 floors. The upper two floors were added in the late 1920s for a total of 17 floors.

The building was named for local businessman, Charles Worth Johnston, and is one of the finest structures from this period in Charlotte. The architect chosen to design the building was William Lee Stoddart (1869-1940). Stoddart was an acclaimed designer of large urban hotels and mainly practiced out of New York City.



VINTAGE WEALTH MANAGEMENT GROUP, INC.

212 South Tryon Street, Suite 1770 Charlotte, NC 28281


Telephone: (704) 791-2220

Email: info@vintagewealthmanagment.com 


HOURS AND PARKING INFORMATION

Monday-Friday, 9am-5pm EST


Metered parking spaces are available on South Tryon Street between Trade St. and 3rd St. Parking is also available in the First Citizens Bank parking garage located at 205 South Church Street Charlotte, NC 28202. Use the 1st floor walkway to access the Johnston Building lobby. VWMG will validate your parking ticket.



      The Johnston Building, Charlotte, NC.

The Johnston Building, Charlotte, NC.