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Wealth & Fiduciary Services
Knowledgeable help with estate planning, asset management, record keeping and moreLearn More
Arm yourself with commentary and economic data from our financial advisors from recordings of our periodic webinars. We'll help you navigate the business landscape with thought-provoking sessions filled with valuable observations and vision.
Special update on COVID-19 & Financial Markets 3/25/2020
With concerns of market volatility, this webinar addresses the financial impact of COVID-19 and the economy's future. Topics discussed: Views of the stock and bond markets, the risk of recession and key considerations for investors.
Special update on COVID-19 & Financial Markets 3/18/2020
Wealth & Fiduciary Services, Director of Investment Management, Anthony Valeri, CFA addresses the financial impact of COVID-19 and the economy's future.
Coronavirus & Financial Market Impacts 3/11/2020
Wealth & Fiduciary Services, Director of Investment Management, Anthony Valeri, CFA highlights the economic impacts of the Coronavirus, oil shock, and other impacts to the financial markets
IMPORTANT NOTE: Securities and Advisory services offered through LPL Financial,
a Registered Investment Advisor. Member FINRA/SIPC.
Insurance and annuity offered through LPL
Financial or its licensed affiliates. The investment products sold through LPL Financial are
not insured Vectra Bank Colorado deposits and are not FDIC insured. These products are not
obligations of the Vectra Bank Colorado and are not endorsed, recommended or guaranteed by
Vectra Bank Colorado or any government agency. The value of the investment may fluctuate,
the return on the investment is not guaranteed, and loss of principal is possible.
Vectra Bank Colorado, and Vectra Wealth Advisors divisions are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO and NM.
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Our Vectra Wealth Management and Vectra Wealth Advisors are here to help you. If you need assistance determining which products are right for you or have any questions please contact us.
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