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831-656-1771

We Believe... Tax Efficiency Employee Benefits Retirement Readiness

Will You Out Live Your Money?

Vestus Group provides the comprehensive services that you need to navigate today’s increasingly complicated financial world. We focus on providing retirement income strategies. Our process is designed to pursue one of the most pressing needs of the growing retiree population: how to develop a predictable and sustainable income. Every individual situation is truly unique and we help you address your financial life with a plan that is customized.

Real Estate & Business Owners

Real Estate & Business Owners

Integrating your property and/or business into your future plans

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Individual & Family Wealth

Individual & Family Wealth

Building plans that span generations

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Legacy & Trust Services

Legacy & Trust Services

Carrying out the integrity of your wishes over the course of time

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Services

Whether it’s a creative plan to handle estate or business continuation concerns, an investment strategy based on unpredictable market conditions, a detailed income plan to meet your lifestyle needs in retirement, or action steps to minimize your taxes when selling real estate or business assets, we are committed to consulting and educating you.

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Vestus Family

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.





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