Wealth Management by Vesta.
Strategic Tax and Financial Planning Tailored to Your Goals
At Vesta, we specialize in working with business owners, executives, high-net-worth individuals, and those nearing or in retirement. Our clients benefit from a deeply personalized approach that aligns their financial goals with thoughtful, long-term planning. We understand the unique financial complexities these individuals face and provide tailored strategies to help protect, grow, and transition wealth with confidence.
What sets Vesta apart is our integrated approach—combining comprehensive wealth management with proactive tax planning. This coordination allows clients to optimize after-tax outcomes, reduce risk, and make well-informed financial decisions. Whether you’re preparing for a business transition, navigating retirement, managing complex investments, or planning to preserve wealth for future generations, Vesta delivers strategies designed to support your full financial life. Our goal is to bring clarity and direction to every stage of your financial journey.
Who We Do Our Best Work With
At Vesta, we help business owners manage the full scope of their financial lives.
We specialize in helping corporate executives develop comprehensive financial plans.
By aligning portfolio strategy, estate planning, and long-term financial goals, we ensure every aspect of your financial life works together.
At Vesta, we create comprehensive retirement plans that align your income needs, lifestyle goals, and long-term priorities.
Eric brings his expertise to Vesta, specializing in taxes, financial compliance, and consulting, helping clients achieve their goals through tax, wealth, and risk management.
Sarah prioritizes comprehensive planning beyond investing, fostering meaningful client relationships rooted in trust and empathy for families, professionals, and business owners.
Nick specializes in financial planning and investment management for high-net-worth individuals, with expertise in risk management, 401(k)s, business valuations, succession planning, and insurance.
Jacob leverages nearly a decade of experience across accounting, private investment, and wealth management to provide proactive, client-focused financial guidamce.
Robert builds strong financial futures with a fresh, client-focused approach, blending traditional strategies with innovation.
Carly joined Vesta in 2020 and quickly became essential to office operations. In her new role, she enhances processes and supports clients with account maintenance.
Jenny is a dependable and positive force at Vesta, with 30 years of customer service experience, including 18 in wealth management. She inspires trust and builds strong relationships through kindness and integrity.
Shannon brings. diverse experience, including tax expertise, from her varied career. Self-employed since age 24, she has worked with thousands of clients across industries, building lasting connections.
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.
At Vesta, we help business owners manage the full scope of their financial lives—from planning a business transition to saving for retirement and setting up employee retirement plans. We align personal and business goals through integrated wealth and tax strategies.
Our team delivers customized plans to maximize business value, minimize taxes, and create sustainable income beyond the sale or succession of your company. Whether you’re preparing to exit or grow, we help you build and preserve lasting wealth.
Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
At Vesta, we specialize in helping corporate executives develop comprehensive financial plans that integrate strategic tax planning with personalized wealth management. We understand the complexities of executive compensation, including stock options, restricted stock units (RSUs), and deferred compensation plans.
Our team helps you navigate these elements to maximize after-tax income and build long-term wealth. By aligning your financial strategy with your career trajectory and retirement goals, we provide clarity and confidence as you work toward a financially secure and rewarding future.
At Vesta, we serve high-net-worth investors through a fully integrated approach that combines strategic tax planning, investment management, and comprehensive wealth planning. Our team helps minimize tax exposure, manage risk, and plan for the efficient transfer of wealth to future generations.
By aligning portfolio strategy, estate planning, and long-term financial goals, we ensure every aspect of your financial life works together. The result: a holistic plan designed to protect wealth, maximize growth, and transfer assets in the most tax-efficient way possible.
As you approach or enter retirement, strategic financial planning becomes essential. At Vesta, we create comprehensive retirement plans that align your income needs, lifestyle goals, and long-term priorities.
By integrating tax-efficient strategies, we help you keep more of what you’ve earned, maximize retirement income, and reduce financial uncertainty. Our coordinated approach offers the clarity and confidence you need to enjoy the secure, fulfilling retirement you’ve worked hard to achieve.
Vesta is a CPA-led advisory firm built on a foundation of experience, continuous learning, and forward-thinking growth. Our team brings deep technical knowledge and an unwavering commitment to staying ahead in a constantly changing financial landscape.
With a wide range of professional certifications and a mindset rooted in development, we’re equipped to deliver guidance that evolves with your needs and goals.
Here are just a few of the credentials our team brings to the table:
