Founded in 2012, Vestia Personal Wealth Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment adviser (RIA) that provides comprehensive wealth management services. The firm operates as a multi-family office with a mission to deliver sophisticated, unbiased financial advice and highly personalized services. Their primary focus is on serving the unique needs of entrepreneurs, business founders, and their families by integrating all aspects of their financial lives, including investment management, financial planning, tax strategy, and estate planning, to help them achieve their long-term financial goals and preserve their legacies.

Founded in

United States