Joseph Fortunato
Wealth Advisor @Vantage Financial
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WORK HISTORY
Wealth Advisor @Vantage Financial
Palatine, IL, US
Vantage Financial is an independently owned, fee-only wealth management firm located in Arlington Heights, Illinois. Our team-based approach serves Corporate Executives, High Net Worth Individuals and Families, Motivated Investors, and NextGen Connections. Founded in 1989, our relational approach to wealth management builds long-term client relationships on a foundation of compassion, trust, and openness. We are deeply connected to our clients through the strong bonds of friendship, community, and faith. Our vision is to serve you within this strong relationship, so you are empowered to make wise financial decisions that support your life priorities.Our corporate values of Integrity, Objectivity, Excellence, Professionalism, and Teamwork factor into every decision we make. Using a Relational Wealth Management approach, we connect our knowledge and experience to advanced financial planning and investment strategies to help you to take advantage of financial opportunities and avoid obstacles.Investment advice offered through HighPoint Advisor Group, 2651 Warrenville Road, Suite 200, Downers Grove, IL 60515,(630) The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
EDUCATION
Northern Illinois University
BA, Corporate Communications
ABOUT JOSEPH FORTUNATO
At Vantage, I work primarily with business owners, corporate executives, and highly…
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