Our Philosophy
Our team of advisors use an investment philosophy based on academic research and financial sciences. We believe there are lessons to be learned and applied from past markets to guide our way into the future.
A Personalized Approach
We get to know you, your family, and your needs in order to develop a plan that is specific to you. The more we learn about you and your priorities, the deeper and more meaningful our partnerships can become.
The Experience You Want
Our team has over 105 years of combined experience providing client-focused financial planning services. We layer a process-driven approach with meaningful communication to help our clients feel confident about their future.
Retirement Planning
Enjoying your retirement years requires careful planning in advance. Our financial advisors can help you develop a strategy that focuses your current and future needs. We take your income, responsibilities, liabilities, and lifestyle into consideration to develop a retirement plan based on your objectives.
Contact Us
The Vero Wealth Management team is dedicated to helping every client strive towards their goals. Regardless of your income level, age, net worth, or liabilities, we can create a plan for you. Contact us to set up an appointment with one of our registered financial advisors.
Stephen Sexton, CIMA® CFP®, AWMA®, CRPC®
Managing Director, Financial Advisor
Benjamin Link, CFP®, CRPS®, AAMS®
Senior Vice President, Financial Advisor
Tracie Lucas
Senior Registered Client Service Associate
Shirley V. Sohmer
Senior Registered Client Service Associate