Welcome to Vested Partners A Multi-Family Office
SERVING CLIENTS THROUGHOUT THE ROANOKE VALLEY & BEYOND FROM OUR OFFICE IN SALEM
Families bring us all joy. Starting them, nurturing them, caring for them. There are times, though, when worrying for our family’s welfare seems overwhelming. Who do we call for this? Who can advise on that? And when we get the advice we need from one professional, we have to translate it to all of the others advising us!
We are Vested Partners, and we work with families. New ones, mature ones, in-between ones. Traditional families, and non-traditional families. Even better, we cover nearly every corner of a family’s welfare under one roof. We are a husband and wife team providing legal and financial services. We are dedicated to our family, and yours.
We can help you with these problems and more…
- How can my loved ones go on with as little hassle as possible if I die or become disabled?
- I’ve got accounts all over the place. How can I pull them together?
- I think I can retire, but am I just guessing?
- How are we going to pay for nursing home care?
- What do I do about my aging parent who has started making bad decisions?
We can help you with these problems and more...
Estate Planning
There are many legal strategies involved in estate planning, including wills, trusts, durable powers of attorney, and health care documents.
Financial Planning
Recent research has revealed that the vast majority of a family's wealth is accumulated in the 10 years preceding retirement.
Elder Law
Elder law is another aspect of estate planning, focusing primarily on the needs of families and individuals as they age.
Medicaid
Change is life’s only constant. Sometimes these changes strike without warning. If you or a loved one has experienced a sudden illness or serious accident, you understand how abruptly everything can change.
Financial Services
You only get one financial life, but we’ve assisted hundreds in organizing, implementing and monitoring their financial lives. As insurmountable as your situation may seem, we’ve seen it before…and we’ve helped before.
Insurance Planning
When we talk about investing, family and locally owned Vested Partners A Multi-Family Office spends a great deal of time discussing financial risks.
Our Team Members
Plan For Your Stage In Life
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Planning When Single
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Planning For Married Couples
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Planning For Minor Children
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Planning For Blended Families
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Planning For Peak Earning Years
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Planning Near Retirement
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Planning Retirement
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Planning When Single Again
Client Success Stories
Joseph Cuadrado (Joe)
December 5, 2022.
My wife and I got our will and power of attorney. We were really fortunate to have Robyn Ellis help us and sort it all out. I recommend them to my friends all the time.
Billy Meier
December 2, 2022.
Very satisfied with our experience and outcome. The staff's professionalism, friendliness, and knowledge were nice to see. Will remember them in the future for additional needs. Thank You for your assistance.
Tracy Etayo
March 8, 2022.
Very accommodating to my schedule. The appointment was very smooth and efficient and one of the partners took extra time with us to discuss an unrelated issue to the one we had the appointment for.
David palmer
March 7, 2022.
I have received excellent service and treatment from these professionals at Vested.
They have really gone out of their way to make us feel at home - from the moment you enter the door Janelle greets you with a smile and a warm hello.
Tammy has been my case worker and does a wonderful job . Every time I have a question she has the answer and gets it back to me ASAP!
Then we have Robyn Smith Ellis -The true professional in charge of it all. She has the knowledge and experience to take care of any problem you might have.
Anyone needing Elder Care answers- just head to “Vested”!
Dave & Karen Palmer
Murray Waldrop
August 10, 2021.
David Ellis has great knowledge of the industry.
He explains every item in your portfolio in great detail.
Keeps you informed about how the market reacts to different stimuli.
When the market takes a dive, he doesn't run and hide. What he will do is have conference calls for all to join and he discusses the what's and why's and what the plan of action will be. Trying to keep all calm cool and collective. Opens the floor for questions and encourages one on one conversations as well.
I am very satisfied with David and his assistants.
jon bern
July 27, 2021.
David and the team do a great job. Very personalized wealth management approach that is comprehensive yet focused when it needs to be. There are several investment options that are usually not considered with typical financial advisors that use "modern portfolio management approach" to investing.
I have been particularly happy with the Global Tactical strategy, which has proven to be responsive to changes in the financial climate with excellent upside gains yet mitigates downside risk. This uses a momentum based model that is constantly monitored for changes in asset class.
Most importantly the specific financial concerns of the individual investor are strongly considered in developing a comprehensive plan. This is not a cookie cutter investing, not one size fits all but rather a tailored approach to the individual and their family.
I have been with David for many years and strongly recommend him.
Merritt Bern (Jon)
James Crumpacker
July 27, 2021.
I appreciate David and his team. I feel valued and trust his investment approach.
Don Curtis
June 26, 2021.
I had a will and several other legal documents prepared by Vested Partners. Each process was a pleasant experience. The staff was knowledgeable, courteous and very accommodating. I feel it is a reflection of management style that the entire staff appeared to be truly happy.
Toms Elizabeth
April 29, 2021.
What a wonderful group! We greatly appreciate all that Vested Partners has to offer.
Memberships and Accomplishments
