Our approach to wealth management is all about transparency, accountability, objectivity, and taking ownership of your financial life. A clear and comprehensive wealth management plan helps you navigate a dynamic economy and create value across generations. Our plan charts the course to your financial destination. We account for all of your needs to create the map that will guide your journey.
Vere Global has formed strategic alliances with some of the most respected, reliable, and secure firms in the marketplace with a similar degree of specialization and expertise in their respective fields. We utilize the combined expertise of our focused alliances to meet your specific and personalized objectives.
- Financial & Retirement Planning
- Our financial plan evaluates your current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans.
- Estate Planning
- We anticipate and arrange for the disposal of an estate during a person's life. Estate planning typically attempts to eliminate uncertainties over the administration of probate and maximize the value of the estate by reducing taxes and other expenses including inheritance, sale of business, etc.
- Insurance Planning
- Everyone’s insurance needs are different. This is why we carefully review and analyze what types of insurance is needed for the protection your assets and ability to create assets. The insurance comes down to only two categories: protection of assets or protection of one's ability to produce assets. The best insurance planning can also complement an investment portfolio very efficiently.
- Consulting
- We provide specific knowledge for a range of areas and give you an outside, expert opinion. Whether it is regarding a business decision you need to make or you are simply seeking an opinion or an independent review.
- Investment portfolio / brokerage accounts
- Private equity & Private placements
- Specialized market research
- Business consulting / Capital Structuring
- 401K fund selections - Lending
- We provide a complete lineup of lending services through Wells Fargo/First Clearing and/or Pershing/Bank of New York Mellon.
- Mortgages
- Home equity line
- Commercial lending
- Asset backed lending with the investment account as collateral.
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