Investing For Tomorrow, Together
At Vanpretty Capital, we are dedicated to empowering our clients by providing innovative financial solutions tailored to meet their unique needs. With a strong focus on long-term growth and value creation, we aim to build sustainable financial futures for each of our clients. Here’s a glimpse into our achievements
Assets
$35M
150+
2018
Founded by industry leaders, Vanpretty Capital is led by a team of experts who continue to shape the future of finance. .
Guiding Your Financial Journey
At Vanpretty Capital, our core values serve as the foundation of everything we do. We are committed to delivering sustainable growth, integrity, and expert strategies to help our clients achieve long-term success.
Client-Centric Approach
We place our clients at the heart of everything we do, ensuring that every strategy we develop is tailored to meet their unique needs and financial goals.
Risk Management Excellence
We believe that managing risk is key to building lasting success. Our strategies are designed to not only protect investments but to position them for future growth in any market condition.
Integrity at Every Step
Integrity is the foundation of all our actions. We uphold the highest ethical standards, ensuring transparency and accountability in everything we do, building lasting trust with our clients.
Expertise That Drives Success
Our team brings years of industry experience and deep market knowledge to each decision. We use these insights to craft strategies that provide our clients with the competitive edge they need in today’s fast-paced financial landscape.
We Listen, Think Independently, Advise & Take Action
Integrity
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Client Focus
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Risk Resilience
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Expertise
We uphold the highest ethical standards in every interaction, ensuring transparency, and trust in our work.
Tailored Solutions for
At Vanpretty Capital, we provide a wide range of services designed to support your financial growth. From personalized asset management to strategic investment planning, our solutions are tailored to meet your specific needs and goals.
Our Expert Team
At Vanpretty Capital, our strength lies in our interdisciplinary team and dual-advisor mentorship system. Our experts span financial modeling, quantitative analysis, risk management, and industry investments, using innovative methods to create rational, visionary decision-making frameworks.
We believe in depth over speed, and true competitive advantage comes from consistent judgment and execution. Our research-driven approach ensures every investment undergoes thorough evaluation, promoting transparency and consistency across all levels.
SEC Registered Investment Advisor
We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.
Client Experiences That Speak for Themselves
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Hear Directly
From Finovate Experts
Financial Planing FAQ’s
Common questions on financial planning and investing
What should a financial plan include?
A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.
On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
