Vintage Wealth Management Group, Inc. 129 W. Trade St. Ste. 1640 Charlotte, NC 28202
Plan for tomorrow today!
Plan for tomorrow today!
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.
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.
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.
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.
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.
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.
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.
Senior Investment Advisor, Katie Cihal has over 20 years of experience in accounting, investment advisory, portfolio management, institutional money management, SEC level compliance, and Business Risk Practice/Assurance. She is professionally designated as a Chartered Financial Analyst (CFA) - 2006 and a Certified Public Accountant (CPA) licensed in North Carolina in 2002.
Her professional experience includes a Senior Risk Consultant with Arthur Andersen, LLP and a Senior Vice President with WEDGE Capital Management, L.L.P.
Katie received a Bachelor of Arts in Accounting with Minors in Pre-Law and Business from Flagler College, in St. Augustine, FL.
Client Service Administrator, Jerome Brown joins Vintage with a diverse background in Finance and Business Development. He has been professionally successful as a Business Development Management Manager with Diversant, LLC prior to integrating into more technical areas of finance as a Trading & Client Service Representative with Ally Invest (formerly known as TradeKing) and as a Sales Specialist and Business Support Associate with Wells Fargo.
Jerome received a Bachelor of Science in Business Administration/Marketing, and an MBA with a concentration in Marketing from La Salle University, in Philadelphia, PA.
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 129 West Trade Street Building. When built in 1958, the building was the home of the Wachovia Charlotte office prior to 1975, when the bank moved to 400 South Tryon.
VINTAGE WEALTH MANAGEMENT GROUP, INC.
129 West Trade Street, Suite 1640 Charlotte, NC 28202
Telephone: (704) 719-2220
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. Cross 4th street to access our building at 129 West Trade, Suite 1640. VWMG will validate your parking ticket.