Client Experience

Helping you pursue your financial goals at every stage of life.

Huberty Burst Icon
Three generations of family hiking together in the autumn.

Client Experience

Our Why Story

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.

Your stage of life helps guide your investments.

Learn your financial stage with the help of our Wealth Management team.

Contact Us

The Vesta Process

At Vesta we take a hands on approach to financial planning that puts your best interests front and center. We bring a diverse team of specialists that help you better understand your unique situation and provide a customized plan that gives you financial clarity.

Step 1

Discovery

We start with a discovery meeting where our team takes you through a goal-based discussion and provides you with a Vesta financial planning guide.

Step 2

Wealth and Tax Analysis

At this time, we also review your taxes to make sure you are taking advantage of all applicable tax strategies.

Step 3

Plan Presentation and Tax Strategy

We then provide you with a customized wealth management plan, review your taxes, and provide tax strategies.

Step 4

Financial Plan Implementation

Next, we establish your customized financial plan and agree on communication frequency.

Step 5

Plan Management

We then proactively manage your plan and meet with you regularly to review your current performance and goals to ensure your plan meets your needs both now and in the future.

A top down view of a table with a team around it

Insight & Innovation

The Vesta Team

Our team brings unique insights to help our individual and business customers pursue their financial goals. We continuously provide innovative solutions that help us work toward each of our clients’ financial needs and aspirations. Our relationship with our clients is collaborative, helping them always work towards new levels of success.

Vesta Wealth Management Locations

Vesta is a Wisconsin-based professional service firm with several locations. You can visit us in-person at our Fond Du Lac, Sheboygan, and Plymouth offices.

FOND DU Lac

Phone: (920) 923-8400

Fax: (920) 923-8410

37 N. Pioneer Rd.

Fond du Lac, WI 54935

Sheboygan

Phone: (920) 452-2255

Fax: (920) 452-2405

825 S. Taylor Dr.

Sheboygan, WI 53081

Plymouth

Phone: (920) 892-2423

Fax: (920) 892-2509

2829 Eastern Ave.

Plymouth, WI 53073

Contact Us

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may give legal or tax advice.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

SUBSCRIBE TO OUR EMAIL NEWSLETTER

Interested in receiving financial newsletters?