Integrated Wealth Management
Vested Wealth Advisors offers you a wide range of comprehensive wealth management solutions to help meet your financial goals. We will help you implement a suitable strategy that considers your complete financial picture. You will receive reports, statements and regular communication from us.
We will periodically discuss your progress towards your goals to determine if you are on track. You will typically meet with your advisor on a regular basis, but will also have access to them in between appointments as needs arise. Although we do not have all the answers, we typically know where to find most of them. Many of our clients utilize us for second opinions on everything from refinancing their home to exiting their business.
Below are some of the areas we consider when consulting our clients about how best to plan their financial life..
PORTFOLIO MANAGEMENT - Is your portfolio(s) ideally designed with proper diversification and risk adjusted to meet your objectives with the least uncertainty?
TAX & ESTATE PLANNING - Are your Wills and Trusts up to date to minimize estate transfer costs?
RETIREMENT PLANNING - Will you money last longer than you will?
COLLEGE PLANNING - How much will it cost to send your children to college?
CHARITABLE PLANNING - What is the best way to fund your long term philanthropic goals?
YOU BUSINESS SUCCESSION - Do you have a well thought out business succession plan? Do you know what will happen if you don't?
RISK MANAGEMENT - Have you properly protected your wealth from catastrophic medical expenses, estate taxes and other uncertainties?
INCOME TAX PLANNING - Do you take into consideration the tax consequences of your life desicions?