Erin Eiras, CPFA, CEPA, Founder, CEO, and Wealth ManagerLed by seasoned wealth manager Erin D. Eiras, the company supports executive compensation, tax planning, business exit planning, and legacy wealth creation, along with investment management. The firm excels in serving high-income business owners, including executives and CFOs of publicly traded companies.
Eiras is both a Certified Plan Fiduciary Advisor (CEPA) and a Certified Exit Planning Advisor (CEPA) making her credentials unique in the industry, as she is capable of planning and executing the process for a clients business to be publicly sold at the greatest possible value as a CEPA, then have in place a plan that will capture and invest as much as possible of the funds from such a sale to create a retirement income that substantially elevates the clients lifestyle. Business owners rarely have an opportunity to hire one firm that can complete both of these goals seamlessly while integrating all of the necessary components such as legal teams, CPAs and exit planning strategists under one umbrella.
Leveraging Eiras’ vast experience working with women executives and high-income earners, InVestra has gathered a dedicated team comprising female advisors, certified public accountants (CPAs), and estate planning attorneys who provide well-rounded wealth management. Although the firm primarily serves high net worth women and their families, to male and LGBTQ+ clients often choose InVestra due to their thorough approach and overall expertise.
“Taking a comprehensive risk management approach, we thoroughly assess a client’s financial status and start by addressing risks, securing proper insurance, and setting up protective structures such as limited liability companies (LLCs) and trusts for their assets,” says Eiras, CPFA, founder, CEO, and wealth manager at InVestra.
Instead of solely selling investments, InVestra integrates investments into financial plans as all-inclusive solutions, including long-term care, key man policies, and life insurance. As part of its all-encompassing methodology, the firm maintains the utmost professionalism and utilizes an extensive network of proficient best in class vendors to achieve the objectives of their clients.
When helping clients manage their business exit, InVestra prioritizes collaborations with national-level experts in areas like employee stock ownership plans (ESOP) to ensure a smooth transition in business ownership. Eiras adopts a dual approach, supporting organizations with succession planning and empowering individual clients as they accumulate wealth.
Real-time data integration and analysis to help companies monitor their performance and identify opportunities and risks on time; scenario planning and simulation allow businesses to create and compare different scenarios and outcomes based on their objectives and constraints. Backing these elements is InVestra’s impeccable collaboration and communication, which facilitates teamwork and feedback among stakeholders and experts, aligning their vision and goals and driving better plan execution.
As clients accumulate wealth, InVestra empowers them to safeguard generational wealth through risk transfer solutions. In the Ultra-High Net Worth (UHNW) space, it addresses complex family dynamics through collaborative family meetings, educating the riskaverse next generation, engaging in charitable giving planning, and implementing wealth protection strategies like trusts.
The company follows a structured four to six-step process to address every aspect of financial well-being. InVestra offers comprehensive financial services, pairing each client with a relationship manager and a Certified Financial Planner® (CFP®), supported by a team of specialists in planning, insurance, estate planning, and tax planning. The final step involves investment collaboration, risk management, and proactive assessments for potential future challenges.
InVestra takes the time to educate business owners on the personal aspects of selling a business, minimizing post-sale regrets, and ensuring a smooth transition to accept the funds from the sale at the most favorable tax rates and with a plan for the investment of proceeds
The firm distinguishes itself with deep financial expertise and valuable partnerships that also position it as a go-to partner in property and casualty insurance. While the company doesn't directly sell these policies, it leverages a network of experts to provide clients with impactful solutions, including corporate property and casualty, liability, health, long-term care, and life insurance. Coupling Wealth Planning with Risk Protection is a winning strategy that protects clients from unexpected downfalls and monetary strains.
With a strong commitment to complete financial well-being, InVestra stands out as a trusted partner in drifting through the complexities of the financial landscape.
