On a broad level, Wealth Managers, or Wealth Advisors, are financial advisors who can help you manage your wealth on a fully integrated basis by utilizing a goals-based approach. At InVestra, we refer to this method as Holistic Wealth Management. A Wealth Manager brings additional tools and specialization necessary to address clients’ needs on a comprehensive basis, as the individuals we serve tend to require specialized planning due to having substantial amounts of income and assets. We also refer to our own network of specialists who have expertise in the realms of estate planning, corporate law, tax law, and divorce law. In addition to harnessing expertise from individuals, our Wealth Management professionals are proud to be affiliated with both the LPL Financial Network of Independent Investment Representatives, who provide resources such as market intelligence, research, and comprehensive investment tools designed to help prepare you for all of life’s tomorrows.
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More to Asset Management Than Simply Watching Your Money
Our Wealth Managers take an active role in Asset Management for our clients. Our clients meet face-to-face with our team to get updates and plan strategies to suit their individual needs.
Our Comprehensive Wealth Management Services Include:
Financial Aid Planning
Defined Contribution Plans
Defined Benefit Plans
Business Succession Plan
Business Financial Planning
Family Limited Partnerships*
High Net-Work Consulting