At nVest Advisors, listening to our clients and delivering the quality services you want and need is everything. We’re not a company without our clients, and keeping informed of how you want to see us grow and operate is critically important.

That’s why, in 2020, we are implementing a new annual program called our Client Advisory Council

Each year in August, we’re asking 20 of our clients (10 individual families and 10 business owners) to join us in brainstorming sessions, to give us your feedback, suggestions, and constructive critique of nVest Advisors.

Your ideas, comments and suggestions will help shape the future of our firm, and it will make sure we hear from our most important partners: YOU.

We’ll be sending out specific details and invitations to our selected clients in the next month.

We look forward to partnering with our clients to shape the best financial advisory firm possible!