Wealth Management for Barre, Vermont

(802) 503-8280 | welcome@onedayinjuly.com

One Day In July provides wealth management and financial advice to people in Barre, Vermont, and throughout Central Vermont. As fiduciaries on all account, for all clients, One Day In July puts client interests first – always.

If you live in Barre, Vermont, and currently work with a firm that utilizes actively managed funds, or pushes you to buy complicated, often high-priced products, we encourage you to give us a call. As a firm, our mission is to lower investment fees, while improving portfolio performance. We do this by using primarily low-cost index funds, paying attention to the tax efficiency of investments, and working with clients one-on-one to make sure their portfolios are in line with their short and long-term goals.

Retirement Planning in Barre, Vermont

Retirement doesn’t just happen. It takes a decent amount of planning, saving, and time. Once you hit the point of retirement you are struck with another set of problems – how do you actually utilize all of the money that you saved? Your accounts might be spread across workplace 401ks, IRAs, and brokerages. It is important to consider the tax implications of each account as you choose where to draw from. It can also be beneficial to simplify your portfolio as you approach retirement. This might mean rolling any 401ks from previous employers into an IRA. Utilizing an IRA lets you have the full array of investment options, instead of the often limited ones presented in workplace retirement plans.¹

Personalized Investment Management

One Day In July focuses a lot of time and energy on making sure we are providing personalized investment management to all of our clients. Even though Barre is one of the larger cities in Vermont, it still has a small-town feel. We want our investment services to feel like a small-town firm – where relationships come first, advice is personal, and clients know they are more than just an account number.

Set up a consultation today to see how working with One Day In July could help you save, and earn, more.

1. The decision to rollover a workplace retirement plan into a personal IRA account should be considered on a case by case basis, as it may not always be the most prudent choice, depending on the specific facts and circumstances of the case.