Gearing up for 2018 Annual Review Appointments

Our clients have a lot to look forward to in 2018, and we’re getting ready now! If you’re an nVest Advisors client, please keep reading this important blog post. (And if you’re not yet a client, what are you waiting for?) During January and early February every year, nVest Advisors conducts our Annual Client Review meetings. These are critically important “state of the relationship” meetings, when we get to review your account performance, update your personal info and account beneficiaries, review your risk tolerance, make changes to your strategy, etc. No matter when during the year you became a client, we start each year fresh with an annual review in January. 2018 will be an especially important review appointment, because we’re making significant changes to your experience as a client, and it’s crucial that you understand how things will be different going forward. Here’s (quickly) what’s changing, and how our Annual Reviews will incorporate these changes.