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 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 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.

Our representatives have expertise in the following areas. Click the icons to read more.

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:


Education Planning:

College Planning
Education IRAs
Financial Aid Planning
Coverdell ESAs
529 Plans

Retirement Planning:

Defined Contribution Plans
Defined Benefit Plans
Executive Compensation
Distribution Planning

Investment Planning:

Asset Allocation
Risk Assessment
Tax Consequences
Portfolio Strategies
Risk Management

Financial Planning:

Asset Management
Insurance Protection
Long-Term Care
Business Succession Plan
Cash-Flow Planning
Tax Planning
Insurance Assessment
Goals-Based Saving
Business Financial Planning

Estate Planning:

Will Planning*
Trust Planning*
Wealth Transfers*
Charitable Giving
Family Limited Partnerships*
High Net-Work Consulting

Let’s begin to build a plan for prosperity.