Vault Wealth Management

Financial ServicesUnited States2-10 Employees

We offer a wide range of financial, tax advice, and services to help individuals and business owners pursue their financial goals

Mission
We are committed to providing individualized advice maintaining the highest standards of integrity and professionalism in the industry. Our commitment is to ensure that you are utilizing the latest financial strategies, tax laws, products, and planning techniques in order to accomplish your goals as efficiently as possible

Company Overview

At Vault, we bring experience, professionalism, and advice that is unparalleled in the industry. 

 Vault's founder, Scott Shrader EA, CFP®, has a degree in Finance and International Business from the Pennsylvania State University. He started in the tax industry in 2001. In 2006, he became an Enrolled Agent (EA), which allows him to represent taxpayers in front of the Internal Revenue Service. 

 Mr. Shrader expanded into the investment arena by obtaining his Series 7 and Series 66 licenses in 2003 with H.D. Vest Investment Services℠. In 2004, he attended the H.D. Vest Financial Planning Institute in Cherry Hill, NJ. Mr. Shrader went on to complete the CERTIFIED FINANCIAL PLANNER™ certification program through New York University and became a CFP® professional.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Sign up for free to view info

Email Format Employee directory