A complete list of active advisors currently associated with Vesteer Wealth Management, LLC

Warmer can help you find a great advisor at Vesteer Wealth Management, LLC or one who fits your needs even better.

Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and qualified plans. Like many peers, the firm delivers ongoing portfolio management and planning tailored to clients’ goals and typically charges percentage-of-assets-under-management fees. Investment programs are constructed around documented client objectives and risk tolerances, using fundamental, cyclical, and statistical analysis (including Monte Carlo techniques) to set asset allocation and monitor portfolios. The firm may hire and oversee sub‑advisors to implement strategies (including Schwab for direct indexing) and can serve as either a limited 3(21) fiduciary or a fully discretionary 3(38) investment manager for ERISA plans. Noteworthy aspects include a concentrated advisory model—managing roughly $22.4 million for about 29 clients—which supports more bespoke oversight and use of third-party managers, and the firm’s explicit offering of direct working‑interest oil and gas private placements for accredited investors with detailed disclosures of the operational, tax, liquidity, and commodity‑price risks involved. Management also brings academic and industry‑publication experience in alternative investments, a background that is reflected in the firm’s private‑placement and sub‑advisor strategies.

To learn more about the advisors currently working at Vesteer Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.