Vascorp Wealth Advisors

Vascorp Wealth Advisors advises individuals, families and family trusts with a focus on retirement and estate planning, investment management, insurance planning and tax preparation. The firm works with clients that include professionals, farmers, ranchers and business owners who are transitioning into retirement or restructuring business assets for multigenerational estate objectives, and it typically charges percentage-of-AUM fees for combined planning and asset management services.

The firm tailors planning and investment management to clients’ age, estate value and family dynamics, building retirement income analyses that often span 25–30 years and managing accounts on a discretionary basis when agreed. Portfolios commonly use ETFs, mutual funds and individual stocks and bonds, guided by a mix of technical and fundamental analysis with multi‑year time horizons, and may incorporate alternative income-producing vehicles such as structured settlements, private placements, annuities and indexed life insurance where suitable.

Compared with many peers, Vascorp both provides tax preparation/planning services and acts as an insurance producer, holding life, health and accident licenses in multiple states and receiving commissions when insurance products are recommended; the brochure notes that insurance recommendations are accompanied by comparisons to managed portfolios or modeled projections. The firm also emphasizes transition-focused estate optimization for multigenerational transfer and reports managing roughly $16.1 million of client assets across a modest client base on a discretionary basis.