Vested Partners

Vested Partners is a Tax Attorney in Salem, VA. The firm operates as a multi-family office serving clients throughout the Roanoke Valley and beyond from its office in Salem. It is a husband and wife team providing integrated legal and financial services to families ranging from young professionals to empty nesters. The practice covers estate planning, financial planning, elder law, Medicaid, and financial services under one roof. Specific legal strategies include wills, trusts, durable powers of attorney, and health care documents. On the financial side, the firm offers investment management and reporting and reviews, assisting hundreds of clients in organizing, implementing, and monitoring their financial lives. The firm holds a perfect 5.00 rating based on customer reviews.

The approach to financial planning is described as dynamic and collaborative, using analytical tools that operate in real-time to model different approaches to a client's plan. This allows for immediate evaluation of scenarios such as retiring early, selling a business, or downsizing. Investment management relies on proprietary strategies that react to current market conditions rather than predictions. The firm builds customized portfolios based on an extensive analysis of family goals, concerns, risk tolerance, and time horizon. It utilizes a broad range of investment vehicles, including stocks, exchange-traded funds, mutual funds, and structured products. For clients with complex holdings, the firm uses technology to aggregate accounts into a single dashboard, providing a consolidated view of balances, performance, and transactions. This system also supports budgeting by linking checking, savings, and credit card accounts. The team is available to provide investment education to the children and grandchildren of clients to prepare them for their own financial futures.

The office is located at 300 E 2nd St in Salem. It sits near South College Avenue, a main road just a short distance away. The area is close to East 4th Street and Thompson Memorial Drive, both within a quarter mile. Snyders Branch, a local creek, is also nearby, as is the Whitefield neighborhood. Andrew Lewis Middle School is located about a third of a mile from the office.

Vested Partners combines legal and financial expertise to serve families in Salem and the surrounding Roanoke Valley, holding a 5.00 rating from its clients.