Plan for the Present.®
So we flipped the script. By starting with what’s important to you – we design a completely customized plan to balance your desires in the present with your goals for the future. We call this “Wealth That Matters™. ”
Let us help you make decisions and navigate complexities to make your life easier every day – starting 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 Medical Practice 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 Contract 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 can provide highly relevant advice every step of the way, then Vestia Collaborate may be the right service for you.
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 maintain responsibility for the big picture of your financial life but prefer an advisor on call for you if needed, then the Vestia On Call service may be right for you.
When combined with the Vestia Disciplined Wealth Management platform, you have an advisor’s foundational support while you maintain control of your overall financial life.
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.