Connect with Vesperin Group

During the initial 30-minute consultation, we discuss your financial goals, current investment portfolio, risk tolerance, and investment timeline. Our advisors will then provide preliminary recommendations and outline potential strategies tailored to your needs.

Our investment minimum varies by service type. For standard portfolio management, the minimum is $100,000. For comprehensive wealth management services, we typically require a minimum investment of $500,000. Please contact us to discuss your specific situation.

We offer a comprehensive range of services including portfolio management, wealth advisory, investment strategy development, risk management, tax optimization, and estate planning. Each service can be customized to meet your specific needs.

Our onboarding process begins with an initial consultation, followed by a detailed assessment of your financial situation. We then develop a customized investment strategy, set up your accounts, and implement your investment plan. The entire process typically takes 2-3 weeks.

We employ bank-level security measures including 256-bit encryption, two-factor authentication, and regular security audits. All client data is stored in secure, encrypted databases, and we follow strict privacy and security protocols.

Required documents typically include government-issued ID, proof of address, bank statements, current investment statements, and tax returns. Our team will provide a detailed checklist based on your specific situation and chosen services.