Our Services

Estate Planning & Wealth Transfer

At Vantage Advisors, we work with you to create an estate plan that protects your wealth so that you and your family enjoy generations of security. At the same time, we work on leveraging that wealth for the benefit of the greater good. From philanthropy and charitable giving, to education funding for future generations, to establishing trusts or other vehicles to ensure long-term asset protection, we'll help you create, design, coordinate, and implement an effective estate plan. As holistic planners, we'll also work closely with your attorney, CPA®, and other selected advisors to build a comprehensive estate planning and wealth transfer approach. Then we periodically review that plan to ensure it stays on track to meet your goals.

Our services include: 

  • Estate Analysis and Planning
  • Trust Planning
  • Wealth Protection and Transfer
  • Attorney Recommendations and Coordination
  • Philanthropy/Charitable Giving
  • Education Funding Strategies

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Contact Info

Vantage Advisors, LLC
50 East 100 South #101
St. George, UT 84770

Phone: 435-628-6336
Email: info@vantageadvisorsllc.com