Nvest Wealth Strategies offers the following client services:

Investment Management & Consulting

Investment management and portfolio consulting services are provided to individuals, charitable organizations, and business entities on a fee-only basis, (not commission). Nvest Wealth Strategies is an independent registered investment advisor and is not a brokers or insurance agent. We provide clients with personalized service and objective investment advice that is catered to your risk tolerance and return objectives, utilizing primarily no-load mutual funds.

Financial & Wealth Planning*

Independent, personalized financial advice for people who are interested in creating, preserving and protecting their wealth. Financial planning includes the development of plans for your current and expected cash flows, debt management, financial independence (retirement analysis) that will help you reach your personal financial goals.

Estate Planning*

Your assets include your investments, retirement savings, and real estate or business interests; they are your life efforts compressed. We believe it is important to have an estate plan in place to ensure your family and financial objectives are carried out and that your assets transfer to heirs and beneficiaries on your terms in the most time and tax efficient methods possible.

Risk Planning*

Risk planning evaluates your personal exposure to risk — liability, premature death, and health. Identifying and limiting the exposure to risks that pose a potential threat to your business, assets and wealth is paramount. We believe that implementing a risk management plan must be customized; your situation is unique.

Tax Planning*

We understand that virtually every investment, asset and financial plan has certain tax consequences. Managing taxes is an important consideration with every investment decision we make, but managing taxes with respect to your entire asset composition is an effective way of preserving and growing your wealth.

Business Succession*

Unlocking the value of your business upon your retirement is perhaps the greatest store of wealth among your assets. Developing a smooth transition of ownership can be a complex issue, and effective planning can assist you in making tax efficient and legally sound decisions, while allowing you to realize its maximum value.

*Service area not currently provided by Nvest Wealth Strategies. Please contact us for more information or assistance in these areas.