Wealth by Vesta

Vesta takes a hands-on approach that centers around our clients' unique financial goals.

Client Experience
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Wealth by Vesta

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Investment Management

We build a customized portfolio that addresses your financial goals and counters the erosive effects of inflation and taxes. We allocate your assets among cash, equity, fixed-income securities, and alternative investments to help you pursue your investment goals.

Tax & Estate Planning

We take a tax-sensitive approach to financial planning. Our team works to minimize the impact of taxes on your portfolio and overall financial picture. And, with proper estate planning, we help ensure that your assets are preserved for the use you intended.

401K

Having the proper type of retirement plan for your small business can help attract and retain talent. We help you provide a solid financial foundation for your employees and owners while reducing your overall taxes.

Financial Life Plan

Proper financial planning can help ensure that your financial goals are on track. Our team helps you understand what it takes to meet your goals and works with you to ensure that your goals are on track.

Your financial phase helps guide your investments.

Learn your financial phase with the help of our Wealth team.

Part of the Vesta team works in an office

Client Experience

Our Why Story

Through helping our clients, Vesta has recognized that at every stage of life, your financial needs and investment goals change. Whether you are starting your career, accumulating wealth, saving for education, preparing for retirement, or transitioning into retirement, our advisors will develop a plan and help you set goals based on your financial phase.

Client Experience

Vesta Updates

Keep up with the latest news from Vesta by following our blogs! Here we will post news about our organization, key figures, our services, industry news, and more. Be sure to check back often!

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When Should You Start Saving for Retirement?
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When Should You Start Saving for Retirement?

With the majority of Americans having less than $1,000 set aside for retirement, and almost half having nothing saved at all, the longstanding trend is to push off saving for retirement to meet shorter-term goals.

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Get to Know the Four A’s of Cash Management
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Get to Know the Four A’s of Cash Management

It’s no secret. The easiest way to be successful with a cash management plan is to develop a systematic and disciplined approach, that only takes a few minutes each week to maintain. Any good cash management plan revolves around the four A's — Accounting, Analysis, Allocation, and Adjustment.

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A Guide To Navigating The Top 5 Investment Risks
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A Guide To Navigating The Top 5 Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be a little more manageable. Long-term investing and diversification may be some of the most effective strategies you can use to help manage investment risk; however, neither guarantees against investment loss. So, we’ve put together a list of risks to be aware of to help you better manage your money?

Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may give legal or tax advice.

Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.

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