856.942.0118franklarosa@vantagepointwm.com

Vantage Point Wealth Management301 North Church Street,

Moorestown, NJ 08057

Vantage Point Wealth Management is a turnkey hybrid �nancial services �rm designed to make your move to independence easy and worth the wait. We o�er you a place where you can grow your business your way. We help you cut through the red tape and o�er personalized and responsive service that is second to none in the industry.

Mission Statement:Our Mission at Vantage Point is to be the premier hybrid wealth management �rm for those advisors looking to embrace the independence without sacri�cing the service you have always dreamed of.

Our Vision:At Vantage Point, our vision is to give advisors and their clients a di�erent point of view. One that is completely client focused, so you can have the objectivity and independence to run your business the way you desire.

Investment Advisory Services o�ered through Saxony Capital Management, LLC.

Securities o�ered through Saxony Securities, Inc., Member FINRA/SIPC

This brochure is not intended for client use.

Vantage Point wants you to feel comfortable about your clients �nancial future. �is is why we support a broad range of products and services, including Advisory services, Lending Services, Variable Annuity Products and Insurance Products.

You can trust that we have your clients' best interest in mind with our experienced back o�ce sta� and our up to date technology. �rough Saxony Securities, Inc. we can o�er a wide array of products and services that gives you and your clients the solutions they are seeking to help reach their investment goals .

With you and Vantage Point we can cover all of your clients' �nancial needs.

High Payouts/Low Ticket Charge Packages/No Dealer Concession on Annuities

State of the Art Desktop Technology Solution with Mobile Access

Institutional Trading Platforms

A Full Breadth of Products & Services

Professional & Knowledgeable Support Sta�

International Account Capabilities

Account Consolidation & Tax Reporting with Albridge Solutions

Financial Planning Using NaviPlan Financial Planning So�ware

Alternative Investments, Investment Banking & Structured Notes

When you work with Vantage Point Wealth Management, you get:

ResearchInsuranceMutual FundsManaged AccountsVariable AnnuitiesAlternative InvestmentsTechnology

�e perfect partnership takes mutual respect and commitment. When you choose Vantage Point you've chosen a partner you can trust

You built your practice, let us show you how to own it and grow it.

In order to better position ourselves in the independent broker dealer marketplace, we have formed a solid foundation of strategic partners which facilitates our investment professionals' needs for cutting edge products and services. �rough Saxony Securities, Inc. we can handle equities, options, variable insurance products and debt instru-ments. �eir Institutional trading plat-form is also o�ered which sets us apart from most of our competitors.