We take the worry
out of wealth
At Vestura, we specialize in protecting and growing your financial legacy. We do not take shortcuts. Our approach goes far beyond traditional financial planning services, and considers how investments impact your entire short-term and long-term financial health. These key elements combine to create the Vestura difference:
Comprehensive financial planning: We balance return on investment with the complex, far-ranging needs of wealthy clients. Our broad-based financial planning identifies estate, cash flow, tax, retirement, asset allocation and risk management issues. Vestura’s Jason Perkins, CFP® is a Certified Financial Planner™ professional. Those with the CFP® designation have demonstrated competency in all areas of financial planning.
Fee-based asset management objectivity: We do not accept commissions from any investment products we recommend, so you always receive unbiased advice with no opportunity for conflict of interest. Our fee is a fixed percentage of total assets managed, so we have no incentive to buy or sell investment products unless it’s in your best interest. Vestura’s Portfolio Manager Jared Bowers implements the firm’s investment strategies and directs day-to-day trading. He has earned the Chartered Financial Analyst® (CFA) designation, the most respected and recognized investment management credential in the world.
Broad-based investment analyst expertise: Our personalized management is backed by five world-class investment analyst resources. You benefit by receiving investment advice from a wider cross-section of Wall Street experts, and having this information custom tailored to your specific financial planning needs.
Financially-exclusive client base: With a $5 million managed-asset minimum, we have a razor sharp focus on financial planning issues and investment products that concern the wealthy. Simply put, we spend more quality time with fewer clients.
Vestura, LLC is a Registered Investment Advisor
Green Bay (920) 430-3775
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
Vestura is a federal registered investment adviser. Vestura may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Vestura and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
