Welcome to Your Home Office for High Net Worth
In the complex world of wealth management, high net worth individuals seek guidance that not only aligns with their financial goals but also resonates with their values and aspirations. At our firm, we understand the unique challenges and opportunities that accompany significant financial resources, and we are here to guide you with a confident, warm, and personalized approach.
Why Partner with an InVestra Wealth Advisor over Another Firm?
InVestra was founded by our very own lead Wealth Advisor, Erin Eiras, in 2012. Being a high net worth individual herself, Erin has a plethora of personal, hands-on experience within the realm of prestigious financial planning- like calls to like. High net worth individuals, families, business owners, and executives often require specialized financial planning that transcends traditional advisory services. Here are just a few reasons why working with a seasoned wealth advisor at InVestra is invaluable:
1. Tailored Financial Strategies: Each client brings a distinct set of goals, whether it’s securing a comfortable retirement, funding a child’s education, or expanding a business. Our advisors craft personalized strategies designed to meet your specific objectives.
2. Comprehensive Planning: Beyond investment management, we offer holistic financial planning that encompasses tax optimization, estate planning, risk management, and more. Our comprehensive approach ensures that every aspect of your financial life is seamlessly integrated.
3. High Net Worth Specialists: At our firm, we specialize in crafting bespoke financial strategies for high net worth clientele, expertly navigating the complexities of RSUs, privately held REITs, and private equity investments. Our comprehensive strategy accounts for various properties and international assets, while offering strategic advice to business owners contemplating an exit plan. With a warm and trusting partnership, we empower you to preserve and grow your wealth across generations.
4. Expertise in Complex Scenarios: With a team of experienced specialists, we possess the expertise to navigate intricate financial landscapes, including business exit planning and generational wealth transfer, ensuring your legacy is preserved for future generations.
5. Peace of Mind: With our trusted advisors by your side, you can focus on what you cherish most—be it family, philanthropy, or entrepreneurship—while we manage the complexities of your financial affairs.
How We Empower You
Our commitment to you is rooted in a detailed and educational partnership. Here’s how we support you on your financial journey:
Business Exit Planning: Our advisors work closely with you to ensure a seamless transition, addressing key aspects such as leadership continuity, financial structuring, and stakeholder communication. We understand that each business is unique, and our tailored approach ensures that your specific needs and goals are met. By facilitating open dialogue with potential successors and providing strategic insights, we help you navigate this critical phase with confidence and clarity.
In addition to succession planning, we offer guidance on optimizing the financial benefits of your business exit. This includes strategies for tax efficiency, investment of proceeds, and aligning the exit with your personal financial goals. Our aim is to provide you with the peace of mind that comes from knowing your business legacy is in capable hands, allowing you to focus on the next chapter of your life with assurance and optimism.
Comprehensive Financial Planning: Our dedicated team of advisors works closely with you to ensure that every financial decision is aligned with your aspirations and values. By leveraging our extensive expertise and innovative tools, we aim to provide you with the clarity and confidence needed to navigate the complexities of wealth management.
Whether you are preparing for significant life transitions, such as retirement or selling a business, or simply looking to enhance your financial security, we offer personalized solutions designed to meet your unique needs. Our collaborative approach ensures that you remain at the center of every plan, empowering you to make informed decisions that support your long-term success.
At InVestra, we believe in building enduring relationships based on trust and understanding. Our commitment to transparency and open communication means you are always informed and involved in the financial planning process. Let us help you create a roadmap to a prosperous future, where your wealth continues to grow and support the life you envision.
Generational Wealth and Legacy Planning: Whether it’s through strategic estate planning, philanthropic endeavors, or establishing trusts, we tailor our approach to align with your unique vision for the future. Our goal is to provide peace of mind, knowing that your legacy is thoughtfully planned and protected, allowing you to focus on what matters most.
With our guidance, you can navigate the complexities of wealth transfer with confidence, ensuring that your assets are managed effectively and efficiently. We are committed to helping you create a lasting impact, fostering financial stability and opportunity for your loved ones for generations to come.
Let us partner with you in this journey, providing the expertise and support needed to secure your family’s future. Together, we can build a legacy that not only honors your past achievements but also inspires and empowers those who will carry it forward.
Our Dedication to You
We pride ourselves on fostering relationships built on trust, transparency, and mutual respect. Our team of dedicated professionals offers a friendly, feminine touch, ensuring you feel valued and understood every step of the way.
As you embark on your wealth management journey, we invite you to discover the peace of mind and empowerment that comes from partnering with a team that genuinely cares about your success. Together, we will create a future that honors your past and elevates your potential.
Contact Us Today
Let us be your guide in navigating the complexities of wealth management. Reach out to us today to learn more about how we aspire to help you achieve your financial ambitions and leave a lasting legacy.