Vestia Vue ™
A Comprehensive 360º Overview Coordinating Your Financial Life with Your Motivators and Values
Disciplined Wealth Management

Institutional Level Investment Integration at Robo Pricing

Progressive Planning
Your Plan Takes Shape Through a Minimally Invasive Format, to Protect Your Calendar
The Vestia Process
A Better Starting Point for You
Life is busy and complicated. We make financial planning easy and manageable so you can focus on the things that matter most to you.

Most 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 three month 360º overview designed to coordinate your motivators and values with a plan to turn your inhibitors into resources – we call this The Vestia Vue™.

Progressive Planning
Develop A Plan that Brings Order and Consistency to Your Financial Life
  • 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.

Personalized Service
We work together to determine the best ongoing approach for your needs. You can choose to engage with us through the service model that works best for you and your plan.

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 for ongoing planning services. We consider this on a case by case basis.

Vestia Collaborate

We work with you.

If you prefer the proactive guidance of an advisor who knows your financial life well but aren’t ready to pay for custom-tailored services, 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.

Vestia Complete
We do the work for you.

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.

Fair Pricing
We believe advisors should always do what’s in the best interest of their clients. With advisors who charge fees primarily for assets under management, you end up paying the same amount as your colleague whose situation is more complex than yours. This means if you’re a low maintenance client, then you’re subsidizing the cost for the advisor to assist your more complex colleagues.

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.

Want to know if you’re currently subsidizing your colleagues with your current fee structure?
We’re Here for You
We believe advisors should be free to offer the right solutions for their clients without the conflict of interest that comes when one product pays a bigger commission than another. At Vestia, our advisors do not receive any direct commissions for recommending one investment product over another. Rather, our advisors sit on the same side of the table as you.