At Vestor, we believe that your investment strategy should consider options for generating a steady stream of income as you build your wealth towards your retirement and a lifetime of earnings.  Our team brings decades of experience and a myriad of opportunities for building your income investing.






Planning may be the first step, but it can also be the biggest. Our advisors first help you define your goals, objectives and risk tolerance, and then create solutions that are specifically designed for you.
  • Situation analysis
  • Goals development
  • Risk tolerance
  • Implementation and monitoring

There are several paths for achieving your financial goals.  Our in-house investment team develops various strategies that respond to your needs, always within the highest fiduciary standards. Your advisor works in collaboration with you to identify your objectives, determine your tolerance for risk, and develop an appropriate asset allocation strategy. We also look at outside alternative investments, funds, and managers to find the best possible options for meeting your financial objectives.

  • Goal setting
  • Risk assessment
  • Asset allocation strategy 
  • Tax-efficient strategies
  • Individual Securities, Exchange-Traded (ETFs), and mutual funds
  • Alternative Investments including private placements

Managing cash flow at every stage of your life is a necessary but often overlooked component of a portfolio strategy. Active cash flow management helps ensure that you can easily access funds for expenses related to home maintenance and improvements, taxes, child rearing, and other life events. Because we help you plan for the long haul by allocating a percentage of your wealth as liquid savings, you’ll be prepared for whatever life hands you.

  • Income allocation
  • Discretionary and fixed expense management
  • Tax and savings strategies

Investing in the futures of your children and grandchildren can be an important component of your wealth strategy. Our team continually evaluates college savings tools and plans so you can help future generations achieve their higher education goals.

  • Strategic planning
  • Savings tools
  • Savings plans
  • Financial aid

Understanding your complete financial picture includes knowing where your risks and liabilities lie. Through active portfolio management, we help minimize risk while aligning with your tolerance levels. We also help ensure that your estate is well-protected by property, life, medical, disability, and other insurance policies.

  • Investment diversity
  • Asset allocation
  • Insurance assessment
  • Collaboration with insurance providers
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