Wealth Management by Vesta.
Strategic Tax and Financial Planning Tailored to Your Goals
At Vesta, we provide comprehensive financial planning and wealth management services designed to help individuals, families, and business owners make thoughtful financial decisions. Our approach focuses on coordinating investments, tax considerations, retirement planning, and long-term financial goals into a cohesive strategy.
Our advisors work with clients across Wisconsin, including Sheboygan, Fond du Lac, Milwaukee’s North Shore, Greater Madison and surrounding communities, helping them navigate complex financial decisions with a structured planning process.
Because financial decisions rarely exist in isolation, we believe effective wealth planning involves looking at the entire financial picture — from investment strategy and tax considerations to retirement income planning and legacy planning.
Below are several groups we frequently serve.
Who We Do Our Best Work With
At Vesta, we help business owners manage the full scope of their financial lives.
We specialize in helping corporate executives develop comprehensive financial plans.
By aligning portfolio strategy, estate planning, and long-term financial goals, we ensure every aspect of your financial life works together.
At Vesta, we create comprehensive retirement plans that align your income needs, lifestyle goals, and long-term priorities.
Business owners often face financial decisions that affect both their company and their personal financial future. Balancing reinvestment in the business, managing cash flow, planning for retirement, and preparing for a potential exit can require careful coordination.
At Vesta, we work with business owners across Wisconsin to help align their personal financial planning with their business strategy.
Financial planning considerations for business owners may include:
Because many business owners generate a significant portion of their wealth through their company, planning ahead can help ensure the value created by the business supports long-term financial goals beyond the operating years of the company.
We regularly work with entrepreneurs and business leaders throughout Wisconsin who want a structured approach to managing both their business success and their personal wealth.
Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Corporate executives often experience complex compensation structures that can include bonuses, stock options, deferred compensation plans, and equity-based incentives.
These opportunities can create significant financial potential, but they may also introduce tax considerations and timing decisions that require thoughtful planning.
Our advisors work with executives to help them evaluate:
Executives may also face transitions throughout their careers, including promotions, company changes, or retirement decisions. Having a comprehensive financial plan in place can help ensure these transitions align with broader financial goals.
At Vesta, we help executives across Wisconsin evaluate their financial opportunities in a coordinated way so their investment strategy, tax awareness, and long-term planning work together.
Individuals and families with significant assets often require a broader financial planning approach that extends beyond traditional investment management.
High-net-worth financial planning frequently involves coordinating multiple financial elements, including investments, tax strategy, estate considerations, and long-term wealth transfer goals.
Our advisors work with high-net-worth clients in Sheboygan, Fond du Lac, Milwaukee’s North Shore, Greater Madison, and surrounding communities to help create a planning framework that supports their financial priorities.
Areas of focus may include:
By taking a comprehensive view of a client’s financial situation, we aim to help ensure that financial decisions across different areas of life support a consistent long-term strategy.
Each client’s financial situation is unique, which is why our planning process focuses on understanding goals, priorities, and potential risks before recommending strategies.
Transitioning into retirement represents one of the most significant financial milestones individuals experience. Shifting from earning income to relying on accumulated savings and investments requires careful planning.
For individuals approaching retirement in Wisconsin, key financial considerations often include:
At Vesta, we help individuals and couples prepare for retirement by creating a structured plan designed to support their lifestyle goals while considering potential risks and uncertainties.
For retirees in our communities, our goal is to help provide clarity around financial decisions so retirement planning can feel more organized and intentional.
Vesta is a CPA-led advisory firm built on a foundation of experience, continuous learning, and forward-thinking growth. Our team brings deep technical knowledge and an unwavering commitment to staying ahead in a constantly changing financial landscape.
With a wide range of professional certifications and a mindset rooted in development, we’re equipped to deliver guidance that evolves with your needs and goals.
Here are just a few of the credentials our team brings to the table:
Eric brings his expertise to Vesta, specializing in taxes, financial compliance, and consulting, helping clients achieve their goals through tax, wealth, and risk management.
Sarah prioritizes comprehensive planning beyond investing, fostering meaningful client relationships rooted in trust and empathy for families, professionals, and business owners.
Nick specializes in financial planning and investment management for high-net-worth individuals, with expertise in risk management, 401(k)s, business valuations, succession planning, and insurance.
Jacob leverages nearly a decade of experience across accounting, private investment, and wealth management to provide proactive, client-focused financial guidance.
Robert builds strong financial futures with a fresh, client-focused approach, blending traditional strategies with innovation.
Carly joined Vesta in 2020 and quickly became essential to office operations. In her new role, she enhances processes and supports clients with account maintenance.
Jenny is a dependable and positive force at Vesta, with 30 years of customer service experience, including 18 in wealth management. She inspires trust and builds strong relationships through kindness and integrity.
Shannon brings. diverse experience, including tax expertise, from her varied career. Self-employed since age 24, she has worked with thousands of clients across industries, building lasting connections.
Through helping our clients, Vesta has recognized that at every stage of life, your financial needs and investment goals change. Whether you are starting your career, accumulating wealth, saving for education, preparing for retirement, or transitioning into retirement, our advisors will develop a plan and help you set goals based on your financial phase.
Wealth Planning FAQs
What is wealth management?
How is wealth planning different from investment management?
Do you work with clients throughout Wisconsin?
When should someone start financial planning for retirement?
How does tax planning fit into wealth management?
Do business owners need a different financial plan?
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.cetera.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Online Privacy Policy | Important Information | Business Continuity
