Vesta Fortuna Wealth Management

Vesta Fortuna Wealth Management Seasoned, compassionate financial guidance to help you seek joy and fulfillment.

For decades we have help individuals, families, business owners, and their employees use their wealth to live a life with purpose. We guide you with clear, direct, and straightforward advice, and deliver an understandable action plan you can follow to confidently pursue your dreams. By gaining a thorough and genuine understanding of you and your money mindset, we can offer you the appropriate stra

tegies that empower you to forge a successful financial future and lead your best life. We employ a clear yet empathetic approach with each of our clients, communicating and directing them with warmth and genuine concern. With Vesta Fortuna Wealth Management, you’ll always have a supportive and knowledgeable guide to lean on as we help you pursue your financial goals. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, IN, MD, MI, MS, MT, NE, NJ, NV, NY, OH, OR, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Vesta Fortuna Wealth Management 8440 Southwest Canyon Lane, Portland, OR 97225 | P503.430.8403

Are you looking to tailor retirement plans and benefits to best support your workforce's diverse needs? Our team at Vest...
05/06/2024

Are you looking to tailor retirement plans and benefits to best support your workforce's diverse needs? Our team at Vesta Fortuna is ready to discuss personalized strategies for employees at different career stages. Start by checking out our Q2 newsletter. Let's empower your workforce to pursue a secure financial future.

Personalized retirement plans and benefits tailored to each career stage   Hello Chris, With a commitment to support you and your employees, we are always here help with comprehensive financial educat

Elevate your fiduciary governance practices and support your employees’ financial well-being. Our latest newsletter prov...
03/27/2024

Elevate your fiduciary governance practices and support your employees’ financial well-being. Our latest newsletter provides tips for organizing fiduciary files, profit sharing strategies, and benchmarking your retirement plan. Download now >>

Enhance your fiduciary plan governance with these key topics   Hello Chris, As a responsible plan sponsor, it is crucial to ensure that you are fulfilling your fiduciary duty and maintaining proper pl

From establishing an emergency fund or managing debt, to saving for a dream vacation, a home down payment, and retiremen...
02/28/2024

From establishing an emergency fund or managing debt, to saving for a dream vacation, a home down payment, and retirement, can help guide employees towards achieving their savings objectives.

Tips to help employees transform their savings   Hello Chris, If you're looking to guide your employees on their financial journey, consider providing them with resources on effective saving strategie

Explore how a profit sharing plan can help reduce your company's tax liability and reward employees. Discover if it is t...
02/12/2024

Explore how a profit sharing plan can help reduce your company's tax liability and reward employees. Discover if it is the right fit for your company.

A tool to help reduce company tax liability and reward your employees.   Hello Chris, Looking for ways to lower your impending tax bills? 401(k) profit sharing enables employers to give employees (inc

Stay ahead of the game by giving your retirement plan the attention it deserves. Discover the benefits of benchmarking w...
02/09/2024

Stay ahead of the game by giving your retirement plan the attention it deserves. Discover the benefits of benchmarking with routine retirement plan reviews, from investment performance to employee education. Let us guide you toward a winning retirement strategy.

When’s the last time you did a routine check up on your 401(k) plan?   Hello Chris, When’s the last time you checked the batteries in your smoke detector? Most likely when it was chirping at you to ch

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or info...
01/18/2024

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!

Deadlines for your retirement plan this quarter   Hello Chris, With the new year comes a new cycle of compliance deadlines. We are here to keep you updated and informed so that you don’t miss a beat.

'Tis the season to celebrate and take a break!  Our team is excited to spend quality time with our loved ones during the...
12/22/2023

'Tis the season to celebrate and take a break! Our team is excited to spend quality time with our loved ones during the holiday season. Wishing you a nice holiday filled with joy and laughter!

With only a short time left in 2023, it’s time to close the books on your 401(k) to-do list. Here are 5 important plan s...
12/19/2023

With only a short time left in 2023, it’s time to close the books on your 401(k) to-do list. Here are 5 important plan sponsor tasks to complete before the new year.
https://conta.cc/3tnyqo9

12/18/2023

An Annual Retirement Plan Review can help plan sponsors pinpoint areas that require improvement and take necessary measures to optimize the intent of your company’s retirement plan.

The 2024 Retirement Plan Contribution Limits are here! Check out the most recent changes.     https://conta.cc/3Taf8gt
12/05/2023

The 2024 Retirement Plan Contribution Limits are here! Check out the most recent changes. https://conta.cc/3Taf8gt

Here is the highlight of changes for this upcoming year.   Hello Chris, The new Retirement Plan Contribution Limits are official! The following limits are going up for 2024: Maximum contributions for

End of year deadlines are approaching and plan sponsors are faced with a myriad of tasks and the added complexity of nav...
11/01/2023

End of year deadlines are approaching and plan sponsors are faced with a myriad of tasks and the added complexity of navigating the SECURE Acts. To help you stay on top of things, we've put together a handy end of year checklist. #2024

Wrapping up 2023 with a comprehensive 401(k) guide   Hello Chris, As we approach the end of the year, don’t forget about important 401(k) deadlines that are fast approaching. Items such an annual noti

💼 As a business owner, are you fully leveraging tax strategies to boost your profits? In our latest article, we reveal f...
10/28/2023

💼 As a business owner, are you fully leveraging tax strategies to boost your profits? In our latest article, we reveal five key strategies that could help you reduce your tax liability and enhance the bottom line without increasing sales or cutting costs. Let's navigate the complexities of the business world together.

Striking a balance between operating costs and profit is the cornerstone of success.   Hello Chris, As a business owner, you know the importance of watching your bottom line. But did you know that cer

Address

8440 Southwest Canyon Lane
Portland, OR
97225

Alerts

Be the first to know and let us send you an email when Vesta Fortuna Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share