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406 407 408 409 410</head> 411 412<body class="subpage custompage page-about-vault"> 413 414 415 416 417 418 419 420 421 422 423 424 <a class="back-to-top" href="#top" role="button" aria-label="Click to return to the top of the page"><i class="fa fa-angle-up"></i></a> 425 426 427 428 429 430 431<header class="c-header c-header-modern c-header-modern--withcontactinfo c-header--legacy " style=background-color:#ffffff> 432 433 434 435 <div id="broker-check" class="floating-broker-check"> 436 <a href="//brokercheck.finra.org/" target="_blank"> 437 <img src="//static.fmgsuite.com/site/templates/global/img/brokerCheck-bar-logo.png" alt="Broker Check" /> 438 </a> 439 </div> 440 441 <div class="c-header--overylay" style=""> 442 <div class="c-header__container o-container" style=""> 443 <div class="c-header__inner"> 444 <div class="c-template__logo"> 445 446 447 448 449 <a href="https://www.vaultpalmbeach.com/" class="c-logo--link"> 450 <img id="agentLogo" src="//static.fmgsuite.com/media/images/6fc5e18d-6d90-4e7c-8a9a-37ed7a44f0a9.png" class="c-logo--image img-responsive" alt="Vault Home" /> 451 </a> 452 453 </div> 454 455 <div class="c-header-content c-header-no-topbar"> 456 <div class="c-header-address"> 457 <div class="c-header-links c-header-links--contact-info"> 458 <div class="c-header-links--item c-address-primary"> 459 <div class="c-address-primary--link"> 460 461 <i class="fa fa-map-marker fa-fw c-map-marker-icn"></i> 462 1983 PGA Boulevard, 463 <span class="">Suite 102,</span> 464 <span class="">Palm Beach Gardens,</span> 465 <span class="">FL</span> 466 <span class="">33408</span> 467 468 </div> 469 </div> 470 <div class="c-header-links--item c-address-phone"> 471 <a class="c-phone--link" href="tel:5612233252"> 472 <i class="fa fa-phone fa-fw c-phone--icn"></i> (561) 223-3252 473 </a> 474 </div> 475 476 477 <div class="c-social-media"> 478 479<div class="c-social-media"> 480 <a class="c-social-media--link br-twitter" href="https://twitter.com/VaultWealthMgmt" target="_blank" rel="noopener noreferrer" aria-label="Twitter"><i class="fa fa-twitter" aria-hidden="true"></i></a> 481 <a class="c-social-media--link br-linkedin" href="https://www.linkedin.com/company/vault-wealth-management" target="_blank" rel="noopener noreferrer" aria-label="LinkedIn"><i class="fa fa-linkedin" aria-hidden="true"></i></a> 482 <a class="c-social-media--link br-facebook" href="https://www.facebook.com/VaultWealthManagement" target="_blank" rel="noopener noreferrer" aria-label="Facebook"><i class="fa fa-facebook" aria-hidden="true"></i></a> 483 484</div> 485 </div> 486 <div class="c-header-btn"> 487 <a href="https://client.adviceworks.net/auth/login" target='_blank' rel='noopener noreferrer' class="c-header-btn--link" style="color:#ffffff; background-color:rgba(74, 144, 226, 1);border-color:#4a90e2;" > 488 <i class="c-icn--lockopen"></i> 489 <span> 490 Client Login 491 </span> 492 </a> 493 </div> 494 </div> 495 </div> 496 497 498 <style> 499 /* Text color */ 500 501 .c-topnav__menu-item .c-topnav__menu-text.c-topnav__menu-text.c-topnav__menu-text { 502 color: #333333; 503 } 504 505 506 .c-topnav__menu-item:hover .c-topnav__menu-text.c-topnav__menu-text.c-topnav__menu-text { 507 color: #000000; 508 background: #ffffff; 509 opacity: .8; 510 } 511 512 .c-topnav__menu-item .c-topnav__menu-text.c-topnav__menu-text.c-topnav__menu-text.selected{ 513 opacity:.95; 514 } 515 516 517 .c-topnav__menu-item .c-topnav__menu-text.c-topnav__menu-text.c-topnav__menu-text span:after{ 518 background: #333333; 519 } 520 521 522 /* No toggle */ 523 </style> 524 525<nav id="mainNav" data-tag="qa-nav-007" class="c-topnav__navbar c-nav-Modern c-nav-text--center c-header--legacy" style=""> 526 <div class="c-topnav__outer-wrapper"> 527 <div class="c-topnav__navbar-btn"> 528 <button type="button" class="c-navbar__toggle js-navbar__toggle">
529 <span class="sr-only">Menu</span> 530 <div class="c-hambuger-bar c-center-bar"></div> 531 </button> 532 </div> 533 534 535 <div class="c-topnav__navwrapper js-circle-nav"> 536<ul class="c-topnav__container"><li class="c-topnav__menu-item c-nav__dropdown"><a class="c-topnav__menu-text" href="https://www.vaultpalmbeach.com/" role="button" aria-expanded="false"><span>Home</span></a></li><li class="c-topnav__menu-item c-nav__dropdown"><a class="c-topnav__menu-text" href="https://www.vaultpalmbeach.com/about-vault" role="button" aria-expanded="false"><span>About</span></a><a class="js-dropdown__toggle" href="javascript:void(0)" data-toggle="dropdown" target="_self" role="button" aria-label="Toggle menu item"><span><span class="subnavButton"> </span><span class="angleDown angleLeft"></span><span class="angleDown angleRight"></span></span></a><ul class="c-topnav__submenu js-accordion__submenu"><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/team">Team</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/our-mission-statement">Our Mission Statement</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/our-services">Our Services</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/contact">Our Location</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/about-avantax-91xur">Who is Avantax?</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/blog">Blog</a></li></ul></li><li class="c-topnav__menu-item c-nav__dropdown"><a class="c-topnav__menu-text" href="#" role="button" aria-expanded="false"><span>Wealth Management</span></a><a class="js-dropdown__toggle" href="javascript:void(0)" data-toggle="dropdown" target="_self" role="button" aria-label="Toggle menu item"><span><span class="subnavButton"> </span><span class="angleDown angleLeft"></span><span class="angleDown angleRight"></span></span></a><ul class="c-topnav__submenu js-accordion__submenu"><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/account-access">Account Access</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/social-security-planning">Social Security Planning</a></li></ul></li><li class="c-topnav__menu-item c-nav__dropdown"><a class="c-topnav__menu-text" href="https://www.vaultpalmbeach.com/p/income-tax-preparation" role="button" aria-expanded="false"><span>Tax</span></a><a class="js-dropdown__toggle" href="javascript:void(0)" data-toggle="dropdown" target="_self" role="button" aria-label="Toggle menu item"><span><span class="subnavButton"> </span><span class="angleDown angleLeft"></span><span class="angleDown angleRight"></span></span></a><ul class="c-topnav__submenu js-accordion__submenu"><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/income-tax-preparation">Tax Home</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/real-estate-agents-income-tax">Real Estate Agents</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/doctor-income-tax-preparation">Doctors</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/pilot-income-tax-preparation">Pilots</a></li><li class="c-topnav__submenu-item"><a href="https://www.vaultpalmbeach.com/p/florida-homestead-portability">Florida Homestead Portability - 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554 <section id="content" class="o-content__container"> 555 556 557 558 559 560 561 562 563 564 565 566 <div class="o-container" data-toggle-header> 567 <h1 class="c-custom-pages-heading">About Vault</h1> 568 </div> 569 570 571 572 <section id="section_0" class="section section_FullWidth None None" > 573 <div class="overlay" > 574 575 <div class="o-container c-customsection__container" style=''> 576 <div class="o-grid__collapse c-grid__collapse--FullWidth " data-section-type="FullWidth"> 577 578 579 <div id="section1-box0-content" class="c-rich-text__section welcome js-complex-editable" data-section-id=1 data-box-id="0" data-box-type="content"> 580 581 582<h1>Vault</h1><p><img src="//static.fmgsuite.com/media/images/82e58c06-4b69-4f85-882d-c581ac32b059.jpg" class="inline-image" data-id="abe7d255-b0c5-4a7a-a41c-b07bb2a26721" data-mce-src="//static.fmgsuite.com/media/images/82e58c06-4b69-4f85-882d-c581ac32b059.jpg"></p><p><span>(561) 223-3252</span><br/><a href="mailto:[email protected]" itemprop="email" data-mce-href="mailto:[email protected]">[email protected]</a></p><p>Vault is a full-service financial firm committed to you, our client. We offer a wide range of financial advice and services to help individuals and business owners pursue their financial goals. We believe that you will be better able to identify your goals and make sound supporting decisions after a consultation with one of our consultants. We are passionate about providing industry leading advice and service. If we do not offer a product or service, we have relationships with various top providers in many different fields.</p> </div> 583 </div> 584 </div> 585 </div> 586 587 588 </section> 589 590 591 592 593 </section> 594 </div> 595 <div class="footer-container"> 596 <footer> 597 <section class="o-container c-footer__container"> 598 <div class="o-grid__collapse"> 599 <div class="c-footer__contact"> 600<div class="contact"> 601 <h4>Contact</h4> 602 <div class="moonlight-contact-information"> 603 <p class="moonlight-phone">Office: <a href='tel:5612233252'>(561) 223-3252</a></p> 604 <div class="moonlight-address_block"> 605 <p class="moonlight-address1">1983 PGA Boulevard</p> 606 <p class="moonlight-address2"> Suite 102</p> 607 <p> 608 <span class="moonlight-city">Palm Beach Gardens,</span> 609 <span class="moonlight-region">FL</span> 610 <span class="moonlight-postalcode">33408</span> 611 </p> 612 <p class="moonlight-licenses">FINRA Series 7 and Series 66</p> 613 </div> 614 615 <a href="mailto:[email protected]" itemprop="email"> 616 [email protected] 617 </a> 618 </div> 619 <div class="c-socialMedia"> 620 <a href="https://www.facebook.com/VaultWealthManagement" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> 621 <i class="fa fa-facebook" aria-hidden="true"></i> 622 </a> 623 <a href="https://twitter.com/VaultWealthMgmt" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> 624 <i class="fa fa-twitter" aria-hidden="true"></i> 625 </a> 626 <a href="https://www.linkedin.com/company/vault-wealth-management" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> 627 <i class="fa fa-linkedin" aria-hidden="true"></i> 628 </a> 629 </div> 630</div> </div> 631 <div class="c-footer__quick-links"> 632 <section class="quickLinks"> 633 <h4>Quick Links</h4> 634 <ul><li><a href="https://www.vaultpalmbeach.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/investment" >Investment</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/estate" >Estate</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/tax" >Tax</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/money" >Money</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/articles" >Latest Articles</a></li><li>
634<a href="https://www.vaultpalmbeach.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.vaultpalmbeach.com/resource-center/calculators" >All Calculators</a></li></ul> 635 </section> 636 </div> 637 <div class="c-footer__disclosure"> 638 <section class="note"> 639 <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> 640 641 642 643<p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. 644 The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals 645 for specific information regarding your individual situation. Some of this material was developed and produced by 646 FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named 647 representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and 648 material provided are for general information, and should not be considered a solicitation for the purchase or 649 sale of any security.</p> 650 651 652 653 654 655 656 657 658 659 <p class="globalCopyright">Copyright 2026 FMG Suite.</p> 660 <p class="globalDisclaimer"><p>Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member <a href="http://www.finra.org/">FINRA</a>/<a href="https://www.sipc.org/">SIPC</a>. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.</p><p>This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at <a href="https://ceterawealthservices.com/">https://ceterawealthservices.com</a></p><p>Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.</p><p><a href="https://cetera.com/cetera-wealth-services/disclosures">Important Information and Form CRS</a> | <a href="https://cetera.com/cetera-wealth-services/businesscontinuity">Business Continuity</a></p></p> 661 </section> 662 </div> 663 </div> 664 <div class="o-grid__collapse"> 665 <div class="c-footer__custom"></div> 666 </div> 667 <div class="rule2"> </div> 668 </section> 669 </footer> 670 671 </div> 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 <!-- /container --> 689 690
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