Vestura, LLC is an independent, fee-based investment advisory firm located in Sister Bay, Wisconsin, in the heart of Door County. We offer a comprehensive range of personalized financial planning and portfolio management services to high net worth individuals.

Vestura Executive Biographies

Jason D. Perkins, CFP^®

Jason D. Perkins, co-founder of Vestura, LLC, is a Certified Financial Planner™ professional. He creates plans that consider the entire short-term and long-term financial health of Vestura clients.

Digging deeper is at the heart of my financial planning philosophy,” says Perkins. “Our process is broader and requires more detail than traditional financial planning services, because there’s no replacement for critical thinking when so much is at stake for our clients. We truly offer personalized solutions.”

Prior to establishing Vestura, Perkins helped start the Private Banking program for a Wisconsin bank. As a vice president in the division, he was instrumental in the successful growth of the Private Banking program. Before joining the Wisconsin bank, he served as a district manager for Minneapolis, Minnesota-based Thrivent Financial, where he specialized in investment and estate issues.

Charles W. Ott

Charles W. Ott, co-founder of Vestura, LLC, is the firm’s Portfolio Manager. He is responsible for implementing investment strategies and managing the firm’s day-to-day portfolio trading.

“My investment strategy can be summed up in one word—quality,” says Ott. “Because we are independent and do not accept commissions, we can focus on holding quality investments. We choose investments that best serve the client, rather than a financial institution.”

Prior to establishing Vestura, Ott was a trust officer and managed investment portfolios for a Wisconsin bank. In addition to serving as one of three members for the bank’s in-house investment committee, he monitored stocks and mutual funds for quality and developed investment policies. As a financial/estate advisor, he was also responsible for fiduciary tax preparation, trust account administration, estate administration and investment management. Previously, Ott managed the Door County Community Credit Union and held a financial position at Krueger Implement, both headquartered in Sturgeon Bay, Wisconsin.

Ott has received the professional designation of Certified Trust and Financial Advisor (CFTA), issued by the Institute of Certified Bankers, and is an honor graduate of the Cannon Trust Program from the prestigious Cannon Financial Institute in Athens, Georgia.

Vestura, LLC is a Registered Investment Advisor (920) 854-3034