Vault Wealth

Vault Wealth Strategies, LLC is a financial advisor firm founded by Luke Zachary Milholland in 2017. Mr. Milholland, the Chief Compliance Officer, holds various professional designations including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). The firm's team includes Investment Advisor Representatives like Richard Craig Wilson and Lindsey Nicole Beaman, who also hold relevant licenses and certifications. Clients of Vault Wealth Strategies can benefit from services provided by licensed insurance agents, real estate agents, and professionals with expertise in financial planning and investment management. The firm operates with a fiduciary duty, ensuring that client interests are prioritized. The minimum initial investment or account size is not specified in the brochure. The advisors do not receive additional compensation beyond advisory fees, promoting transparency in client-advisor relationships. Investment discretion details are not explicitly mentioned in the brochure. The firm's investment strategies and methods of analysis are not extensively outlined, but clients can expect personalized financial advice based on the team's diverse expertise and professional qualifications. Vault Wealth Strategies emphasizes adherence to regulatory requirements and ethical standards, providing clients with comprehensive financial planning services.