Clients at nVest Advisors know that we are all about making two very different things work together seamlessly: state-of-the-art technology and old-school customer service.
That’s why we do meetings in person, by phone, or virtually (by video) for clients, no matter where you are.
It’s also why we have evening and Saturday appointments available, to help fit with your hectic lifestyle.
It’s why we blog and email and have paperless account opening and service whenever the regulators allow it.
It’s why we podcast and have a weekly YouTube Live Q&A session every Friday at 11am (Mountain).
It’s why we offer regular live and “evergreen” webinars on the important financial subjects our clients need to tackle at the current stage of your nVestor Lifecycle.
It’s why we have a variety of custodians and investment programs to meet your investing needs.
It’s why we work on your financial plan together online, and have a client portal for secure document sharing, and a wealth of information about your financial accounts (even the ones we don’t directly manage for you).
It’s why we host a separate financial education website, always online and always free, for our clients and the public: nVestAcademy.
Now we are very pleased to offer our next innovation for our clients (and prospective clients: MyWealthAdvisor).
MyWealthAdvisor is a free app for your iPhone or Android device that keeps you in contact with us in pretty amazing ways.
With MyWealthAdvisor, you’ll have access to:
Company updates and market commentary from nVest Advisors.
A calendar of upcoming events (like webinars, client appreciation events, important tax and legal deadlines, and more) that you should be aware of.
An archive of hundreds of articles and videos on every imaginable financial subject.
Text and video alerts when market conditions require it.
Have my contact information at the ready, including quick access to our appointment calendar.
You can even “favorite” articles for quick access later, or share them with friends and family.
Plus, whenever we talk about a financial subject that you want more info on, we can send that info directly to you, privately, on the app!
In the next couple of weeks, we’ll be sending our current clients and prospective clients an email to invite you to download the app to your smartphone, and set up your login and password. Please take those few minutes to get set up, and begin enjoying this new feature.
If you’re not yet on our email list, do it today to be included! You’ll also get some company info and exclusive access to events, webinars, and much more.
At nVest Advisors, we’re working tirelessly to bring you a true 21st-Century client experience while keeping our friendly, “all too human” customer service that has been the core of our success since 2008.
If you have any questions about this new feature, or if I can be of any assistance to you or your family, don’t hesitate to contact us!