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
Financial Planning
Elder Law
Medicaid
Financial Services
Insurance Planning
Our Team Members
Plan For Your Stage In Life
-
Planning When Single
-
Planning For Married Couples
-
Planning For Minor Children
-
Planning For Blended Families
-
Planning For Peak Earning Years
-
Planning Near Retirement
-
Planning Retirement
-
Planning When Single Again
Memberships and Accomplishments
