Welcome
Welcome to Vera Capital Management where we take a holistic approach to investing with our clients. Our process is not complicated, it’s not out of the ordinary and it’s not confusing. In fact, it’s based on one simple idea; the belief that your advisor should be there for you. Whether it is expanding on the past, living in the present, or thinking about the future, we will provide you with the latest tools and essential knowledge to help achieve your financial goals.
What sets us apart from the countless advisors you could work with? We not only care that our clients are set on a path towards financial freedom but that they understand what we are doing during the process and why. In this day and age, where we are over-saturated with information and options, making decisions can be overwhelmingly confusing. At Vera Capital Management, our mission is to educate investors and help guide them to make smart investment decisions. We believe you should have the ability to know what you own in your portfolio and why. We question the norm and will explain why we think this is the right choice for you. We are fully transparent with what we do and will be there with you every step of the way. We strive to provide you with all the necessary tools and support to achieve this, but most importantly, we are driven to provide you an investment plan, which you can feel comnfortable with.
This is why Vera Capital Management is here; this is why Vera Capital Management is different. Our investors believe in our system, and that is in investing with knowledge.
Allan Vera, President
Vera Capital Management
Retirees
“American retirees are less happy and are experiencing a slight decline in their quality of life as the U.S. falls three places to No. 17 on the 2017 Global Retirement Index.”
Securing a guaranteed income is a concern for many. Most of us wish we had started yesterday. "Near retirees" should look beyond the markets and assess not only their current financial status, but also their future financial aspirations. Unfortunately, most of those nearing retirement feel the effects of having waited too long to begin saving and having created a plan. It is regrettable to say that for the upcoming generation of retirees the transition may be a bumpy one. However, that does not mean there is nothing that can be done. The advisors at Vera Capital Management can talk to you about your options and help ease the concerns of not having enough or outliving your retirement income.
Life Transitions
Life...we take it as it happens.
Major life transitions- moving, becoming a parent, divorce, a death in the family, retirement- are some of the toughest situations that we can face in our lives. These are the times clients deserve respect, advice and guidance. At Vera Capital Management we will be by our clients' side each step of the way to help them overcome life changes.
Empowering Women
Women are increasingly responsible for planning major life events. These may include college planning, family needs, starting a business, starting over after divorce or becoming widowed. At Vera Capital Management we want to help women make the decisions they have to for their different stages of life. It becomes a huge responsibility to secure your families future. We want to see every woman succeed and we will be by your side throughout their journey.
