Plan for the Present.®
While some wealth advisors set their sights only on the sunset of your life, Vestia® advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities to make your life easier every day, starting right now.
An evidence-based approach designed to optimize outcomes and minimize long-term taxes
Some advisors will not complete a comprehensive financial plan for you without a commitment to move all of your investment assets to them. We believe it’s best for everybody if we take time to get to know one another before a long-term commitment like that is made. Instead of starting with your investments, we start the process with a one to
- Leverage Innovative Tax Strategies
- Negotiate/Re-Negotiate Your Contract*
- Audit Your Practice / Business Efficiency
- Maximize Your Retirement Planning
- Coordinate Multiple Investment Accounts for Tax Efficiency and Risk
- Protect Your Assets from Unforeseen Circumstances
- Safeguard Loved Ones
*Contract negotiation services are offered through Vestia Contracting Negotiation, a separate company, under separate engagement.
Vestia Disciplined Wealth Management
- Real Coordination of Accounts
- Integration with Motivators and Values
- Evidence-Based Research
- Competitive Cost
- Access to Products not Generally Available to Retail Investors
In rare circumstances, a client may only want to access our Disciplined Wealth Management platform without engaging us
We work with you.
If you prefer the proactive guidance of an advisor who knows your financial life well but
When combined with the Vestia Disciplined Wealth Management platform, your entire financial life is coordinated with the collaborative assistance of a proactive advisor.
If you desire to offload as many of your financial tasks as possible to a team that you trust, then the Vestia Complete service may be right for you.
When combined with the Vestia Disciplined Wealth Management platform, your complete financial life is fully coordinated under our care. Because this is our premier level of service, we limit the number of clients participating in this service to maintain our ability to deliver the utmost standard of quality.
At Vestia, we believe in fair pricing. Regardless of which ongoing service model you use, we follow a standard protocol for pricing that is based on the actual complexity and time requirements of your situation.