Serving as Agent…

Name: VESTED PARTNERS A MULTI-FAMILY OFFICE
Price range: $$

Our clients sometimes recognize that while they need a power of attorney or medical power of attorney, they do no have a close friend or family member who is able to serve. Under those circumstances, we will sometimes serve as agent after consultation with the client, gathering complete information about many aspects of the client’s life, and determining that we are able to serve the client well. On occasion, we take over some duties, such as bill paying, immediately.

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.

Serving as Agent…

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