There are literally thousands of advisors hunting for the “whale” – the super-rich client with tons of investable assets. And while we definitely have “wealthy” clients, at nVest Advisors, we’re finely tuned to work with young professionals, working families, and small businesses. It’s our purpose and mission.
We don’t just want clients who are already wealthy – we want clients who are on their way to wealth, too.
That’s why we’re pleased to offer, totally free of charge or obligation, this brand new, easy-to-read E-Book from famed financial author Bob Veres: Finances for my Daughter: Everything a person just starting out needs to know about saving and investing.
Just click on the book title above (or its cover art) and get instant access – without signing in or giving us your email.
In just 36 pages, you’ll learn the ins and outs of basic money management.
And when you’re ready to take it a step further and recruit the help of a financial pro to help you achieve your goals, we’re here for you. Connect with us today to see how we might be a good fit for your needs (and always, without sales pressure or commitment).
