Financial Plan Evaluation
Vestbridge can help you build a smart, personalized portfolio—based on your values, goals and stage in life. We use a comprehensive strategy that focuses first on asset allocation. Because research shows 70 percent of your portfolio’s long-term performance depends on asset allocation…not on whether you own certain individual stocks like Amazon, Apple or Walmart. We also leverage new technologies and cutting-edge tools to evaluate simulations and market modeling. We take a wide, global view to investing so your portfolio can capitalize on high-performing markets around the world…not just here in the U.S.
Do you have a smart investment plan?
Vestbridge can help you build a smart, personalized portfolio—based on your values, goals and stage in life. We use a comprehensive strategy that focuses first on asset allocation. Because research shows 70 percent of your portfolio’s long-term performance depends on asset allocation…not on whether you own certain individual stocks like Amazon, Apple or Walmart. We also leverage new technologies and cutting-edge tools to evaluate simulations and market modeling. We take a wide, global view to investing so your portfolio can capitalize on high-performing markets around the world…not just here in the U.S.
Will you leave a legacy?
As a high-net-worth individual, you may find that your wealth can last beyond your lifetime. And because of this incredible accomplishment, you can look ahead and provide enduring financial support to your family and your community. Perhaps you would like to set up a college fund for your grandchildren. Or maybe you’d like to make a large donation to a cause close to your heart. The possibilities are endless. And Vestbridge can help you set up a meaningful, personal legacy as part of your smart, comprehensive investment plan. As a bonus, setting up a trust or philanthropic endeavor today can help you reduce your current tax burden…as well as preserve more of your wealth for future generations.
Are you maximizing your tax savings?
At Vestbridge, we specialize in helping you protect and grow your wealth. And we’re always looking for new ways for you to keep more of your earnings in your own pocket. For example, we use innovative and cutting-edge strategies to reduce your tax liability, including “direct indexing,” which harvests losses on individual stocks, yet keeps pace with the market. And as a Vestbridge client, you’ll have the peace of mind of knowing there’s a smart, comprehensive investment plan in place that attempts to minimize your portfolios tax burden while also attempting to maximize its long-term growth.
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Your Smart, Personalized Financial Plan
You’ve worked hard your whole life to set yourself up nicely for retirement. And you probably have some big ideas for what you want to accomplish…
For example, do you want to be in the position to buy a vacation home? Or do you hope to travel the world? Maybe you’d like to set up a college fund for your children or grandchildren? Or maybe you want to give to a cause close to your heart?
The possibilities for how you can fill your days in retirement are endless.
Let’s jump right in…
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Ready to learn more about
smart, personalized investing?
Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.
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