Vested Partners is a multi-family office based in Salem, VA, serving clients throughout the Roanoke Valley and beyond. Led by a husband and wife team, they offer a comprehensive range of legal and financial services to families of all types and stages, specializing in estate planning, financial planning, elder law, and insurance planning.
Their team of experienced professionals, including attorneys, paralegals, and client relations managers, is dedicated to helping families navigate complex financial and legal matters, from estate administration to Medicaid planning. With a focus on personalized service and a holistic approach to wealth management, Vested Partners aims to provide peace of mind and practical solutions for families facing various life transitions and challenges.
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