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Our Services

Understanding Our Clients

A Holistic Approach

We look to spend time with our clients, first and foremost. We strive to gain a clear understanding of their goals, dreams and current situations.  From there, our advice and recommendations are tailored with investment goals, desired return objectives, risk tolerance, time horizon, and income needs.

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Investment Planning

Plan With Peace In Mind

Our goal is to come up with a realistic investment plan tailored to your financial needs. Our main objective is to be by your side at every step of this plan. Together we will work to stay in line and make any adjustments along the way.  Vera Capital Management can help create a strategy after analyzing your big picture.

Social Security Maximization

The Path for a Comfortable Retirement

For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex subject. At Vera Capital Management we help our clients understand their Social Security benefits and educate them on different strategies to maximize it. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and secure retirement you have worked your whole life for.

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Tax Planning

Smart Planning

At Vera Capital Management, our clients can receive proactive tax advice through strategic alliances we have built. We can help you focus on tax reduction strategies based on income, expenses, individual needs and goals. Proactive planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings. We are also able to work with your attorney or tax advisor to help you tax advantage of these strategies.

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Vera Capital Management, Allan Vera and GWN Securities, Inc. do not provide tax and/or legal advice.

Insurance Planning

Protecting Your Loved Ones

Insurance planning can help you protect more than your physical assets; it can help you protect your retirement. No one knows what life will throw at you. At Vera Capital Management, we know how important it is to protect the ones you love. Life insurance is more than just a death benefit.  We can help you with insurance strategies that are structured with your needs and goals in mind. Our goal is to help make sure that clients take advantage of insurance benefits available to them, including long term care assistance.

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Working with Women

Today, women are more educated and more financially empowered than any past generation.  More than ever before, women are the decision makers when it comes to their own futures and that of their families. With so many women encountering vital transitions, such as career shifts, divorce, or taking care of a parent, nothing is more important that having a plan. All of these situations have financial implications, and it is very important to form an approach that allows you to feel positive and secure in your future.

Address

Vera Capital Management
1 Mill Ridge Lane., Suite 201

Chester, NJ 07930

Contact

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Phone: 908-888-2878

Fax: 877-253-6960

Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Vera Capital Management and GWN Securities, Inc. are separate companies.

 

 

 

PLEASE NOTE:

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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