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Our Services

Exclusive Solutions

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.

Planning that Addresses Your Entire Financial Life

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.

Serving as Your CFO 

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:

  • Comprehensive Family Office Solutions
  • Risk Management Strategies
  • Cost Recapture Strategies
  • Daily aggregation and monitoring of your financial life
  • Cash flow management and analysis
  • Proactive tax and estate planning
  • Investment policy statement

Planning for an Enduring Legacy 

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.

Comprehensive Financial Planning

Financial Position Analysis

Accumulation Goals

Protection Planning

Investment Planning

Tax Management

Retirement Planning

Education Planning

Estate Planning

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Business Consulting Services

Business Continuation Strategies

Business Exit Strategies

Executive/Key Person Compensation Strategies

Buy Sell Agreements

Qualified Plans (Defined Benefit and Cash Benefit Plans)

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Investment Planning

Asset Allocation/Investment Advice

ETF’s (Exchange Traded Funds)
Alternative Investments

Stocks and Bonds

Mutual Funds

SMA’s (Separately Managed Accounts)


Fixed Income

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Insurance Planning

Generational Wealth Transfers

Life Insurance Retirement Plans

Long-Term-Care Planning

Disability Insurance

Estate Tax Minimization Strategies

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