A Wealth Manager plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing valuable counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work with for the long term.
At InVestra, we understand this overwhelming and intimidating process- because trusting someone with your hard-earned money is no simple task. We feel lucky to have been able to build a successful business throughout the years by working with individuals we believe we can help and who trust us with their life savings.
What Sets Us Apart
Who We Serve Best
At InVestra, our mission is to provide Wealth Management services that are not only independent, but highly personalized. We serve a diverse range of clients, including individuals and families, businesses, and endowments and foundations. Each of our clients is unique, and that’s what makes them special. Having worked hard to build their wealth, they seek a team of professionals who can help them manage and build their wealth.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select group of clients is so we can provide personalized attention and care to each of our clients, as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs a fresh perspective, we’re here for you.
Invite friends to InVestra
We’ll Get in Touch With Them
Send us your referral’s name and email and we’ll reach out to them with a personal note and invitation to learn more about InVestra
InVestra continually seeks to to build strong relationships with individuals who are a great fit for our services. Your referrals enable us to continue doing what we’re passionate about—providing exceptional financial advice and support to individuals and families on their journey toward financial security and prosperity.