Personal Planning 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

Starting a Family

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.

More ways we can help you:

Legacy and Estate Planning

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

Wealth & Trust Management

Effectively managing your investments, including knowledge around the complexities of trust management.

Protection Planning

Life, Disability, and Long-term Care Insurance.

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

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Vesta Wealth Advisors