Our Services

Your Goals. Our Guidance.

We offer a variety of services, each crafted to empower you at every stage of your journey. Whether you’re close to retirement, getting married, or nurturing the dream of a growing family, we’ll help you weave a financial strategy as detailed as your dreams.

Individual Planning Services

Getting Married

Starting a Family

Navigating Divorce

Buying a Home

Saving for College

Living in Retirement

Setting realistic financial goals

We’ll illustrate a plan that both helps build your nest egg while keeping you on track. When your needs or dreams evolve, our plan will too. We’ll help with:


  • Maximizing retirement contributions
  • Eliminating debt
  • Investing for the future
  • Reviewing investments

Protecting what matters most

We can help safeguard your loved ones’ future with comprehensive income protection and asset management strategies. We can also guide you through estate planning and charitable giving, ensuring your values echo far into the future. This is where our estate planning and charitable giving expertise comes in.

Business Planning Services

Building a hearth for your business

At Vesta, we don’t offer one-size-fits-all solutions; our plans are tailored to the unique fuel that drives your business.

Is your core concern nurturing a family legacy, or perhaps fanning the flames of employee loyalty? Whatever your passion, we have the tools to help; and we venture beyond the business basics, tending to the heartwood of your company:

Your Enterprise

Whether it’s crafting a seamless succession plan or forging strong foundations against uncertainty, we’ll secure your hearth against the unpredictable winds of change.

Your People

From stoking the fires of employee well-being with tailored benefit packages to attracting skilled hands to your workshop, we’ll ensure your hearth is always buzzing with vitality.

Your Life

Because your business isn’t just ledgers and margins, we’ll build a personal firepit that safeguards your future and warms the hearts of those you love.

How We Help

Here are just a few of the ways we can help your business:

Business Transfer Strategies

We’ll help you pass the torch of your legacy so that it continues to burn long after your succession.

Key Person Protection

Safeguard your business from the unexpected loss of a crucial member.

Business Protection

Fortify what you’ve worked hard to build.

Retirement Plans

Help your employees build their own personal dreams, offering security and comfort.

Group Benefits

Attract and retain skilled hands.

Key Employee Incentives

Reward your employees with benefits that incentivize.

Business Owner Strategies

Craft a personal plan that complements your business journey.

Disability Income Protection

We’ll help protect your business from unforeseen challenges that cast a shadow on your journey.

Legacy and Estate Planning

Compose a final chapter that ensures your values and aspirations continue to spark warmth.

3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email

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Vesta Wealth Advisors