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brian.neyland@ceterais.com
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About Us


Vantage Wealth is a Dedicated Partner Guiding Your Financial Journey

Vantage Wealth is committed to providing our clients with exceptional care and attention through our white glove service approach. We strive to guide our clients to financial victories and help them reach their lifelong aspirations. We provide access to global markets and translate complex matters into actionable insights.

Our Exceptional Team Prioritizes Your Goals

Our Exceptional Team Prioritizes Your Goals

Our high-caliber team leverages deep experience and knowledge to help every client progress toward the realization of their financial aspirations. We are a diverse team that delivers a service-first experience to our clients, offering access to global markets and upholding our fiduciary responsibility so you can pursue your goals.

Expect Tailored Expertise and Personal Attention

Expect Tailored Expertise and Personal Attention

We are committed to developing and nurturing our client relationships. We deliver personal attention and custom solutions designed to help you progress toward your financial goals. Our broad skillset supports our financial guidance so that you can build wealth and develop the family legacy you envision.

Our Core Values Build on Our Client-First Foundation

We build genuine partnerships with each client, backed by our white-glove approach, highly relational team, and exceptional access to global markets, fostering their financial progress.

High-Caliber Team

You benefit from our team's institutional experience in the industry. We can help translate complex financial matters into actionable insights.

Committed to Solutions

We identify solutions unique to your goals and embrace the challenges inherent to global investing and wealth management.

Relationship-Focused

We are committed to the relationships we develop with our clients. We believe in a service-first model that gives you the personalized care and attention you deserve.

Family Culture

We promote an open, attentive, collaborative environment. We want you to know you belong and feel confident you have a partner alongside you every step of the way.

Driving Your Progress With Our Collaborative Expertise

The cohesive team at Vantage Wealth works collaboratively to ensure that every client has the benefit of our combined expertise as we guide you toward your financial objectives.

Brian M. Neyland

Brian M. Neyland, CFP® 

Program Manager

Jorge Escobedo

Jorge Escobedo, CWS®

Wealth Manager

Abraham Marquez

Abraham Marquez, CWS®

Wealth Manager

Oscar O. Silva

Oscar O. Silva

Wealth Manager

Let Vantage Wealth Help Turn Your Vision into Reality

Let Vantage Wealth Help Turn Your Vision into Reality

We give our best to every client, every day. Our mission is to support your financial progress so you can nurture and build the life and legacy you aspire.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

Get Your Number

Supporting Vantage Wealth

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Who We Work With

We assist individuals and families at each step of their financial journey, guiding each client in pursuit of their personal goals as we build lasting relationships.

Who We Work With

Our Approach

Our approach relies on our mission to be a trusted partner to our clients, and our focus on simplifying complex topics so our clients can reach for their dreams.

Our Approach

Our Team

The skilled professionals at Vantage Wealth understand that teamwork benefits everyone, so we work together to help you achieve your goals.

Meet the Team