At Vast Wealth Advisors, our role extends beyond that of your financial guide. We step in as your personal CFO, by referring the services of trusted financial professionals to help manage your financial affairs. We can help tailor your team to fit your needs. Integrating CPAs, estate attorneys, private bankers, mortgage officers and commercial bankers, we approach each problem with a customized solution. Every client is different, so naturally, every solution is different.
We embrace each challenge, developing flexible strategies that adapt to your dynamic financial environment. Our sophisticated wealth management approach applies downside protection first, providing a path for a smoother investment journey. Using this approach, we help you to maintain the discipline necessary to reach your full financial potential, capturing upside returns in a prudent, objective way.
Often, business and personal financial needs overlap. We integrate planning to help you establish goals in your business and personal endeavors, and we help you design strategies to reach those goals. Our business strategies are designed to help you manage income, expenses, employee benefits and, when the time comes, succession planning, to open a path for your business to continue thriving after you retire.
We offer exclusive financial services to help you sustain your vision for your business, your family and your future. With an objective view of your finances, we strive to structure your resources to work for your best interests throughout your life.
As your personal CFO, we offer the following services:
We strive to help you develop lasting legacies by allocating funds for the causes you cherish while integrating safeguards for protecting your assets. This forward-thinking, prudent approach can benefit your family and loved ones for generations. Using our estate tax reduction strategies, we offer you opportunities to save money, enabling you to preserve valuable resources for those who need them the most.
Financial Position Analysis
Business Continuation Strategies
Business Exit Strategies
Executive/Key Person Compensation Strategies
Buy Sell Agreements
Qualified Plans (Defined Benefit and Cash Benefit Plans)
Asset Allocation/Investment Advice
ETF’s (Exchange Traded Funds)Alternative Investments
Stocks and Bonds
SMA’s (Separately Managed Accounts)
Generational Wealth Transfers
Life Insurance Retirement Plans
Estate Tax Minimization Strategies