At Vested Wealth, we are committed to helping our clients live better lives by creating a road map that aligns personal values with an achievable financial life plan.
Financial Life Planning
Financial Life Planning connects the dots between our financial realities and the lives we long to live. As your financial planner we provide the tools to cultivate a financial life plan designed to deliver the most meaningful kind of freedom: The freedom to pursue life’s passions, wherever they may lead.
Investment Approach
At Vested Wealth we follow a consistent, strategic investment philosophy supported by a significant body of academic research. We believe that a widely diversified portfolio of investments tailored to each client’s unique risk tolerance level and financial goals is key to financial success.
Roles of the Advisor
The truth is that no one knows what will happen next in investment markets. Some folks may still think an advisor’s role is to deliver market-beating returns year after year. But in reality, the value a professional advisor brings is not dependent on the state of markets. Indeed, their value can be even more evident when volatility and emotions are running high.
