At Vestia, we believe real wealth isn’t shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning and the memories that make you happy, cry or laugh. Most of all, we want to know what kind of life you want to build for the people who matter most.
While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day. And because everyone’s situation is entirely unique, we build every plan from scratch and provide the services you need. Our approach is focused on one thing: helping you live life to the fullest, no matter how fast your calendar fills up. Because at the end of the day and at the close of every chapter – real wealth is measured in moments.™
- Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
- Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC.
- Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions).
- Contract negotiation services offered through Vestia Contract Negotiation, LLC.
- Consulting services offered through Vestia Ventures, LLC.
Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities.
This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 9121 Illinois Rd., Suite 51,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- vestia.com
- Keywords
- Tax Planning, Insurance, Retirement Planning, Personal Wealth Advisors, Contract Negotiation, Employee Benefits.
- HQ
- Fort Wayne, IN
Vestia Personal Wealth Advisors Questions
Vestia Personal Wealth Advisors's website is vestia.com
Vestia Personal Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/vestiaadvisors
Vestia Personal Wealth Advisors has
29 employees.
View email and phone details for 29
employees at Vestia Personal Wealth Advisors.
Vestia Personal Wealth Advisors's industry is
Financial Services
Vestia Personal Wealth Advisors's top competitors are
Pbc Biomed,
Larson Financial,
Summit Financial Group,
Surgical Design Innovations,
Mammoth,
Circle G Tractor Corp,
Sym Financial Advisors,
Priority Medical,
Jointmedica,
Shelton Financial Group.
Vestia Personal Wealth Advisors's categories are Financial Services
Vestia Personal Wealth Advisors's founding year is 2017
