Vance Barse, AIF®
Wealth Strategist

vance barse, AIF®

Your dedicated fiduciary®

You earned your lifestyle.
Let's enhance and preserve it.

I’m Vance Barse, AIF®. For nearly 10 years I was an investment consultant to leading private wealth and retail financial advisors throughout the U.S. I saw first-hand that many advisors are constrained in their approach to planning, often leaving clients underserved.

I became a wealth strategist with a simple mission – to be authentic, transparent, and have a positive impact on the lives of my clients.

I dutifully serve high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisors overlook. Whether you already have an advisor, or you’re looking for an advisor with advanced planning skills, I can help. Contact me for a consultation.

In the News section for my latest thoughts on investing, financial planning, tax minimization strategies, and life in general.  Events - perhaps we can meet at one of the industry conferences I regularly attend.


A Personal Approach to Comprehensive Planning

business owners

  • Multi-entity planning

  • Qualified retirement plans

  • Key person/executive benefits

  • Deferred compensation plans

  • Succession planning


  • Tax-smart investing

  • Individual retirement accounts

  • College savings & 529 plans

  • Fee-based alternative investments

  • Fee-based real estate investment trusts

asset protection

  • Buy/Sell planning

  • Life insurance

  • Disability insurance

  • Long-term care insurance

  • Annuities

individuals & families

  • Advanced Trust Planning*

  • Multi-generational asset transfer

  • Family heritage statements

  • Irrevocable life insurance trusts*

  • Concentrated stock position & real estate strategies

wealth strategist

  • Unify team of allied professionals

  • Investment advisor accountability

  • Foster family unity

  • Family education

  • Implement overlooked advanced planning strategies

charitable giving

  • Donor-advised funds

  • Charitable trusts*

  • Grantor retained trusts*

  • Charitable gift annuities

  • Foundation planning



Let's Chat.

Are you a high net worth individual, business owner, or family office? Let me show you how I can help, even if you currently have an investment manager or accountant. You can also email me at or call (619) 237-9977 ext 309 to make an appointment.

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