What We Do
Leadership, Relationship and Creativity
Vested Wealth clients are provided leadership, relationship and creativity. We help clients realize what's important to them and where they're going. Working together, we build a framework around what's possible , and then make sure its implemented and managed.
Leadership is about the value of the advisor. Professional competent, emotionally and psychologically insightful and intuitive, the Vested Wealth advisor will help the client reset his or her basic assumptions around a rigorously worked out set of goals that are aligned with their closest held beliefs and values. Identifying these critical goals is the cornerstone of making a road map that clients feel inspired and empowered by.
Relationship is about trust. Between client and advisor there must a strong connection based on mutual respect and trust. The commitment required cannot be a one-way street.
Creativity is in the way in which the advisor seeks to plan for the client's future. Generic paths, obvious tactics and stale solutions do not represent an advisor's inspired ideas. Each client is unique and important. Bringing expertise and original thinking to address one's challenges is the value-add that Vested Wealth Advisors provides. Making sure the ideas proferred resonate with each client uniquely is the goal.