Meet the nVest Advisors Team | Fiduciary Financial Advisors2026-09-25T10:46:03-06:00

Meet Your nVest Team

We are passionate about serving our clients and believe everyone deserves high-quality financial advice.

“At nVest Advisors, we believe financial planning is about more than just numbers. It’s about people. Inspired by our own experiences, we’ve built a practice dedicated to serving families, small businesses, and individuals who often go unnoticed by the industry.

Our mission is simple: to provide personalized, professional guidance that enables you to reach your dreams and build generational wealth.”

Jeremy Torgerson
Jeremy TorgersonCEO | Senior Financial Advisor
Joshua Torgerson
Joshua TorgersonFinancial Advisor
Moses Rodriguez
Moses RodriguezFinancial Advisor - Texas

Meet Your Team

We are passionate about serving our clients and believe everyone deserves high-quality financial advice.

“At nVest Advisors, we believe financial planning is about more than just numbers. It’s about people. Inspired by our own experiences, we’ve built a practice dedicated to serving families, small businesses, and individuals who often go unnoticed by the industry.

Our mission is simple: to provide personalized, professional guidance that enables you to reach your dreams and build generational wealth.”

Jeremy Torgerson
Jeremy TorgersonCEO | Senior Financial Advisor
Joshua Torgerson
Joshua TorgersonFinancial Advisor | Compliance Manager
Moses Rodriguez
Moses RodriguezFinancial Advisor - Texas

We are passionate about serving our clients and believe everyone deserves high-quality financial advice.

“At nVest Advisors, we believe financial planning is about more than just numbers. It’s about people. Inspired by our own experiences, we’ve built a practice dedicated to serving families, small businesses, and individuals who often go unnoticed by the industry.

Our mission is simple: to provide personalized, professional guidance that enables you to reach your dreams and build generational wealth.”

Meet Your Team

We are passionate about serving our clients and believe everyone deserves high-quality financial advice.

“At nVest Advisors, we believe financial planning is about more than just numbers. It’s about people. Inspired by our own experiences, we’ve built a practice dedicated to serving families, small businesses, and individuals who often go unnoticed by the industry.

Our mission is simple: to provide personalized, professional guidance that enables you to reach your dreams and build generational wealth.”

Jeremy Torgerson
Jeremy TorgersonCEO | Senior Financial Advisor
Joshua Torgerson
Joshua TorgersonFinancial Advisor | Compliance Manager
Moses Rodriguez
Moses RodriguezFinancial Advisor - Texas

We are passionate about serving our clients and believe everyone deserves high-quality financial advice.

“At nVest Advisors, we believe financial planning is about more than just numbers. It’s about people. Inspired by our own experiences, we’ve built a practice dedicated to serving families, small businesses, and individuals who often go unnoticed by the industry.

Our mission is simple: to provide personalized, professional guidance that enables you to reach your dreams and build generational wealth.”

Jeremy Torgerson
Jeremy TorgersonCEO | Senior Financial Advisor
Joshua Torgerson
Joshua TorgersonFinancial Advisor | Compliance Manager
Moses Rodriguez
Moses RodriguezFinancial Advisor - Texas
Jeremy Torgerson
Jeremy TorgersonCEO | Senior Financial Advisor
Joshua Torgerson
Joshua TorgersonFinancial Advisor | Compliance Manager
Moses Rodriguez
Moses RodriguezFinancial Advisor - Texas


FREQUENTLY ASKED QUESTIONS

Are there any income or minimum portfolio requirements for your services?2022-08-22T16:17:04-06:00

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.

I’m worried about an upcoming recession. What can I do to secure my portfolio?2022-08-22T16:12:36-06:00

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.

What can I expect from your financial planning services?2022-08-31T01:40:53-06:00

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.

What can I expect from my free consultation?2024-04-18T15:31:59-06:00

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.

What can we expect from your financial education offerings?2022-08-22T16:34:43-06:00

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.

WHAT ARE YOUR FINANCIAL GOALS?

West Advisors logo featuring a gold circular emblem with teal chevron motif and the word advisors visible below brand mark for a financial firm

6 South Tejon Street | Suite 519
Colorado Springs, CO 80903

(719) 257-9301

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Want to explore if we are the right fit for your family (or small business)? Book a complimentary discovery phone call with a financial advisor today!

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