A Wealth Advisor can play 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.
Many of our clients may not realize that we’re always looking to take on great clients with whom we think we would collaborate well with. Yet, our business largely grows based on referrals our clients make.
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 fresh perspective, we’re here for you.
Invite friends to InVestra Financial
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
They’ll Schedule a Time to Meet With Us
Send your referral a note directly, touching on how our Wealth Advisors can address their needs along with a direct link to contact us