VESTA Wealth Management was founded in order to start with a clean state and build an innovative financial institution, free from the restrictions imposed by large, established entities. Over the course of the last decade, we often found ourselves asking so many “What if” questions. What if we were free to develop client relationships that span multiple generations, without concerns about quarterly “target numbers” decided by a headquarter staff who doesn’t know our clients?
What if we provided a high-touch service to a small group of highly-selected distinguished clients, whose aspirations and values match ours, instead of diluting our service quality and time over the volume pushed by large corporations?
What if you, our client, could benefit from the best wealth management technology, with the functionality our clients desire, without the limitations of legacy data banks and outdated software?
What if we ran a global operation that services clients when and where they need us, instead of being constrained by traditional office hours and travel limitations?
What if you, our client, were key contributors to our operational choices, rather than a remote head office imposing constraints that limit service?