Benefits of Professional Financial Advice
In the contemporary financial landscape, intricacies and complexities have reached unprecedented levels, often leaving individuals and businesses dealiong with challenges that may seem difficult to appraoch. However, there is a silver lining. Thanks to our team’s decades of experience, our advisors possess an intimate familiarity with these intricacies, and they approach navigating them with a sense of not just duty but enjoyment. In fact, they find fulfillment in successfully surmounting obstacles and flourishing amidst adversity.
As fiduciaries, we are legally bound to act in your best interest. We have no proprietary products and are independent of the investment managers, custodians, and insurance providers that we may recommend to you. Our fee-only compensation structure as Independent Advisor Representatives ensures that we work entirely for your best interests. Additionally, we are proud to be members LPL Financial and the Independent Advisor Alliance, two distinguished organizations consisting of highly trained financial advisors and professionals who are committed to working in the best interest of those they serve.
At InVestra we provide services such as:
- Financial Planning
- Asset Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Insurance and Risk Management
- Business Services
- Risk Management
- Goals-Based Saving
- Trust Services
- Education Planning
Find our comprehensive list of our services here.
Important Disclosure: All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Watch our short video to explore why advisory could be the right decision for you.
We Are Client-Centric
The world of finance can be complicated. That’s why we leverage our training and expertise for a client-centric approach to wealth management. We focus on you and the unique set of financial circumstances that you and your family face. Getting to know you on a deep level and understanding your personal needs allows us to create a customized wealth strategy aligned with your short and long-term objectives.
By building such a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.
We Enjoy Working With Those Who Are…
- Goal oriented
- Open minded
- Serious about working towards personal financial success
- Seeking to align their financial choices with their deepest personal values
- Desiring a structured process
- Inclined to value honesty and truth
- Legacy-oriented and seeking to build generational wealth
Who Should You Trust to Help Manage Your Financial Future?
When interviewing a Wealth Manager to help you and your family pursue their financial goals, consider this:
InVestra employs veterans in the financial industry who have spent years building their skills, obtaining their registrations and accreditations, and developing their knowledge of the markets to bring our clients what we feel is the most comprehensive experience.