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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Vantage Financial Partners

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Elm Grove, WI
Vantage Financial Partners

Proud to announce we have joined Northrock Partners. The material presented by Vantage Financial Partners, LLC is for informational purposes only.

It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Vantage, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this

site are from external sources and provided for your convenience in locating related information and services. Vantage expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

06/11/2026

We are proud to recognize this year's scholarship recipients, whose dedication, leadership, and commitment to excellence reflect the purpose of this program. Congratulations to Rece and Kendal on this well-deserved achievement!

As we continue our transition to NorthRock, we are grateful for their support in continuing this school year's scholarship tradition. We believe education creates opportunities that extend far beyond the classroom, and we are honored to celebrate students who are helping shape the future!

👉 Make sure you follow NorthRock Partners for company updates, community initiatives, and more.

05/20/2026

Our clients have always valued clarity, coordination, and trusted relationships.

That’s why this message resonates deeply with us, and why partnering with NorthRock felt like such a natural fit.

Follow NorthRock Partners for more insights on thoughtful, relationship-driven advice and what’s ahead for our team.

05/06/2026

As we transition to NorthRock, our focus remains on delivering thoughtful, personalized guidance for you. Stay connected by following NorthRock Partners for the latest updates.

👉 northrockpartners.com

04/15/2026

We’re proud to announce that Vantage Financial has joined NorthRock Partners! This partnership expands our resources and supports our ongoing approach to comprehensive, personalized planning.

Follow NorthRock Partners to stay up to date on what this means for you.
👉 northrockpartners.com

03/26/2026

Our South Dakota and Wisconsin teams enjoyed connecting with our March Student Athletes of the Month: Connor Zens (Redfield HS) and TJ Platz (Brookfield East HS). Both of these talented multi-sport athletes demonstrate incredible dedication, academic excellence, and strong community leadership.

Join us in celebrating their hard work and many accomplishments by reading their student spotlights on the Vantage website:

Connor Zens: https://vantagefinancialwi.com/scholarship/huron-student-athletes/connor-zens-march-athlete-of-the-month/
�TJ Platz: https://vantagefinancialwi.com/scholarship/elm-grove-student-athletes/tj-platz-elmbrook-athlete-of-the-month/

Congratulations Connor & TJ!

03/20/2026

Please join us in wishing Wealth Advisor Adam Walter, CFP®, a very happy birthday!

For the past seven years, Adam has been a trusted guide for our clients, walking alongside them through complex financial planning, investment strategies, and thoughtful tax planning with care and clarity.

What truly sets Adam apart is the genuine connection he builds with those he serves. He treats every client relationship like family, approaching each plan with integrity, attention, and a deep sense of responsibility.

That commitment extends well beyond the office. As an avid outdoorsman, Adam enjoys sharing his passions with clients, whether it is time spent hunting or fishing, creating meaningful experiences and lasting relationships along the way.

Adam, we are grateful for all you do and the way you live out our client-first philosophy every day. Wishing you a fantastic year ahead!

Join us in celebrating Adam!

03/19/2026

Happy Birthday to our wonderful Executive Administrative Assistant, Dawn Anderson!

Dawn takes exceptional care of our Youngstown clients, delivering thoughtful service, great attention to detail, and a genuine willingness to lend a hand wherever it’s needed.

We’re so grateful for all she does to support both our team and our clients each day. Please join us in sending Dawn our very best wishes for a fantastic birthday and a year ahead filled with happiness!

03/18/2026

Congratulations to TJ Platz, our March Elmbrook Student Athlete of the Month!
A Brookfield East Senior, TJ has shown what it truly means to lead with character—maintaining a 3.917 GPA, earning Academic All-State honors, and competing across football, basketball, and golf. But what sets TJ apart is his resilience. After battling injuries that sidelined him for two seasons, he never stopped showing up for his team and went on to earn 1st Team All-Conference recognition.

Congratulations to TJ and the Brookfield East Varsity Basketball team on an incredible season!

Read TJ's full student athlete spotlight at the link below.

https://vantagefinancialwi.com/scholarship/elm-grove-student-athletes/tj-platz-elmbrook-athlete-of-the-month/

03/17/2026

This St. Patrick’s Day, we’re reminded that good fortune isn’t just found—it’s built over time. Our team is here to walk alongside you, helping you grow, protect, and plan for what matters most.
Happy St. Patrick’s Day from all of us at Vantage.

Address

Elm Grove, WI

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://northrockpartners.com/

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