HERE FOR YOUR FINANCIAL WELL-BEING
nVest advisors is driven to positively impact and cater to your diverse needs by providing genuine, transparent and boldly truthful education and financial expertise as a legal fiduciary.
HERE FOR YOUR FINANCIAL WELL-BEING
nVest advisors is driven to positively impact and cater to your diverse needs by providing genuine, transparent and boldly truthful education and financial expertise as a legal fiduciary.
OUR PROCESS
Here’s what you can expect when you become a client of nVest Advisors:
Step # 1 - Schedule a 30-min Call
We review your investment portfolio, listen to your financial goals to see if we’ll be a good fit for your needs.
We meet with our clients by phone, virtually or in person.
Click here to start the conversation all free of cost with no sales pressure.
Step # 2 - We Create A Plan of Action
Once we know what your needs are and which services we will need to provide, we map out a plan to bring you onboard and begin to take steps toward your financial goals together.
Step # 3 - Regular Contacts and Continued Coaching
Our client relationships are meant to be long-term so we take the time to get to know you and to establish trust.
We’ll be alongside you as a partner and coach, keeping you informed of your progress (and ours) every step of the way.
Step # 4 - Rest Easy, We've Got This
nVest Advisors acts as a full legal fiduciary for all of our clients from the first day.
We are here to do the behind-the-scenes work on modifying your financial plan or investing strategy on your part.
Rest easy and know you’ll always be in the loop.
And Beyond - We'll Grow As You Do
Over time, you may find your financial situation becomes more complex, or you may opt to simplify your situation. We’ll adjust your service levels and our work to accommodate your wants and needs.
FREQUENTLY ASKED QUESTIONS
You will meet with Jeremy (or a registered advisor on our team) for 30 minutes. This will be an introductory call, where we can discuss whatever you feel comfortable sharing. Typically, we spend the time just assessing if we’d be a good fit for your needs. This will be a high-level discussion and will not go into specifics but will give you a rough idea on the next steps and action items to meet your goals. If we decide to move forward together, we’ll start to gather the information we need to be able to make specific recommendations.
We discuss your financial goals, your current lifestyle and expenditure, your current accounts, and more. Then, we will devise a tailored, action-based plan, which will include details on spending and saving goals, what types of accounts to open, and much more.
Over the next few months, we will be releasing courses, webinars, and trainings offering financial guidance, investment knowledge, and actionable and specific recommendations. All of these will be virtual and accessible to everyone in the United States.
No, our investment advisory services do not have any income or minimum portfolio requirements. For our premium investment advisory services, we have a $100K portfolio minimum.
Our investment methodology takes into account macroeconomic trends and adjusts portfolios accordingly. What you can do depends on your portfolio makeup, your risk appetite, and other factors.
For those with managed portfolios, we recommend scheduling a call with your investment advisors to understand the specific impact to your investments.
For DIY investors, we recommend understanding how sectors you are bought into will be impacted by upcoming economic trends and adjusting accordingly. For specific tips, you can check out our blog here or Jeremy’s personal blog at Think Like a Rich Guy.
