Broker Check

Real Estate & Business Owners

Our advisors deliver specific services designed to help integrate your real estate, business, family and individual financial needs into a comprehensive plan. Including, but not limited to 1031 exchange alternatives, deferral of Capital Gain Taxes and Depreciation Recapture, the goal is to utilize your highly appreciated assets to create tax efficient lifetime income, while minimizing state and gift taxes. 

Real Estate

Thinking of selling your home or investment property but worried about taxes?
Don't want to deal with tenants and maintenance any longer?
We implemented tax efficient strategies to help.

Exiting Real Estate

Tax savings, retirement income, flexibility...

Understanding your options

Staying in Real Estate

Passive vs Active Ownership

§1031 Exchange Options

Exiting Thru Philanthropy

Both charitable and tax efficient 

Give & Save

Business Owner

Being a business owner creates many short and long term decisions: what's best for me, my employees, and my company? Are you looking to control the cost of employment or attract and retain talent or are you staging the business for a sale? These decisions can be overwhelming and take time away from your business. Vestus Group provides the tools that help you make the best decision.

Selling Your Business

Reduce risk, liquidity, estate tax savings...

Understanding your options

Managing Employees

Redefine your workplace

Employee Benefits

Contain Costs

Take control of your benefits


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 foundation of our firm's success.