Vera Wealth
We serve 1st generation wealth builders. Our clients are working professionals that are slowly accumulating a nest egg and would like guidance on how to make sure that they are setup for success in their future years.
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Thompson & Thompson Investment Advisors, Inc. (T&T) provides financial planning and investment management including plans for improving cash flow, for saving and investing for retirement, for buying a house, for paying for college, and for buying life insurance. For clients focusing on retirement, T&T services include plans for investing assets to improve returns within a level of risk acceptable to the client, for withdrawing income and principal to pay for normal living expenses in retirement, for when and how to take social security benefits, for supporting parents or children who need assistance, for selling a house or obtaining a reverse mortgage, and for making gifts to their children and other beneficiaries, including charities, during their lives and/or on their deaths.
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With more than 65 years of combined wealth management experience, we're here to serve you as advisors, technicians, financial planners, and wealth experts. Our mission? To help you achieve your financial goals and find peace of mind. Integrative Wealth Partners has a long history of engaging clients over their lifetimes. We partner with you to establish and implement a wealth-cultivator, results-driven plan for achieving your financial goals. Our team-based approach ensures that we are able to provide you with the ongoing advice and support you need to adjust for changes in market conditions and your circumstances.
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