Skip to content
twitterenvelope
Invera Wealth AdvisorsInvera Wealth Advisors
  • Home
  • About Us
    • About Us
    • Mary Brooks
    • Jessica F. Higgins
    • Shenandoah Sampson
    • Ila Dela Merced
    • Giving Back
    • What Makes Us Different
    • Why Work With a CFP
  • Our Services
    • Our Services
    • Our Approach
    • Education Planning
    • Financial Planning
    • Investment Management
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
    • Wealth Management
  • Who We Serve
    • Who We Serve
    • Corporate Executives
    • Families & Individuals
    • Non-Profits
    • Retirees
    • Women Investors
  • Media & Events
  • Blog
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Invera Wealth Advisors
    70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702 O: 541.316.0555
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Charitable
    • Education
  • Media
    • Article
    • Infographic
    • Newsletter
    • Video
Brighten up your estate plan this summer
Check in with your advisor and review dates to remember this season.
Estate & Giving
Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Read
Read
Lessons from famous female philanthropists
How we can give big – and be smart about it.
Family & Lifestyle
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Estate & Giving
Define your personal philanthropic mission
A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
Read
Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Read
Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.

Business Ownership
Read
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving

Are you ready? Let’s uncover the possibility of working together.

twitterenvelope
Invera Wealth AdvisorsInvera Wealth Advisors
  • 70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702
  • 541.316.0555
  • Map & Directions
  • Map & Directions

 

Form CRS  |   Privacy Policy   |   Important Disclosure Information