Personal Planning Services

Your Goals.
Our Guidance.

We offer a variety of services, each crafted to empower you at every stage of your journey. Whether you’re close to retirement, getting married, or nurturing the dream of a growing family, we’ll help you weave a financial strategy as detailed as your dreams.

Individual Planning Services

Getting Married

Starting a Family

Starting a Family

Buying a Home

Saving for College

Living in Retirement

Setting realistic financial goals

We’ll illustrate a plan that both helps build your nest egg while keeping you on track. When your needs or dreams evolve, our plan will too. We’ll help with:

Maximizing retirement contributions
Eliminating debt
Investing for the future
Reviewing investments

Protecting What Matters Most

We can help safeguard your loved ones’ future with comprehensive income protection and asset management strategies. We can also guide you through estate planning and charitable giving, ensuring your values echo far into the future. This is where our estate planning and charitable giving expertise comes in.

More ways we can help you:

Legacy and Estate Planning

Compose a final chapter that ensures your values and aspirations continue to spark warmth.

Wealth & Trust Management

Effectively managing your investments, including knowledge around the complexities of trust management.

Protection Planning

Life, Disability, and Long-term Care Insurance.

3221 Blue Ridge Road, Suite 105, Raleigh, NC 27612 | 919-205-8473 | Send us an email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vesta Wealth Advisors are not affiliated.

Kate Anders is licensed in NC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Cambridge Investment Research, Inc. in CA, FL, MA, MO, NC, and OK.

Elaine Jolley is licensed in NC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Cambridge Investment Research, Inc. in AZ, CA, FL, GA, MA, NC, TN, TX, and WA.

Mary Norton is licensed in DC and NC to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Cambridge Investment Research, Inc. in CA, DC, FL, MA, and NC.

No offers may be made or accepted from any resident outside the specific states referenced. This site is not a solicitation of interest in any of these products in any other state.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Vesta Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Vesta Wealth Advisors