Nvest Wealth Strategies is an independent investment and wealth management firm working with individuals, organizations and small business owners in Central Ohio and across the United States. Nvest Wealth Strategies is a local wealth management firm serving individuals and professional & charitable organizations across the United States. Founded in 2006, we strive to deliver personalized, full-ser
vice investment management and assist clients with a variety of other services including but not limited to financial planning, retirement independence, estate planning and business succession planning. Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind. KEY FACTS
■Independent, Registered Investment Advisory firm (RIA). Registered with the Ohio Division of Securities, and notice-filed via SEC FINRA in other states as applicable.
■Approximately $201 million in client assets under management (12/31/2024)
■Over 40 years of investment management experience
■Investing for individuals, religious and charitable organizations
■Independent, Fee-Only structure (no commissions) means our interests are directly aligned with clients’
■Investment professionals hold CFA (Chartered Financial Analyst) designation and adhere to strict standards of fiduciary care
■Active participation in continuing education opportunities
INVESTMENT SERVICES
■Comprehensive, disciplined investment approach (see reverse page)
■Ongoing due diligence and research of investments
■Invest, reinvest, rebalance portfolio with tax awareness
■Tactical implementation of dynamic investment strategy
■Vote proxies and other shareholder related items
■Daily reconciliation of accounts with Charles Schwab & Co. (custodian)
CLIENT FOCUSED
■Establish & regularly verify suitability of client investment objectives
■Regular & unlimited client meetings/interaction & client education
■Provide detailed quarterly position and performance reporting
■Weekly market updates, Monthly Commentary & Quarterly Newsletters with performance benchmarking to keep you informed
■Timely response to client needs
■Preparation of tax information to assist with tax returns
COMPREHENSIVE, INTEGRATED SERVICES
■Provide periodic analysis and review of retirement independence and other planning considerations
■Maintain relationships with select trusted, expert professionals to provide complete wealth management (tax, planning, insurance, estate, legal, etc.); creating unified approach to achieving client goals
■Perform periodic review, investment allocation recommendation and rebalancing of 401k/non-managed accounts as requested
■Review and counsel on other financial/investment issues
ETHICAL & CHARITABLE
■Committed to strict adherence of the CFA Code of Ethics and Asset Manager Code - considered by industry to be of the highest standard
■We “eat our own cooking” - invest personal monies the same as for clients
■Firm Principal selected to serve on the Investment Advisory Committee for the Dave Thomas Foundation for Adoption and a Columbus CFA media contact person
■Involvement in the community through churches, youth organizations
LOCATED IN:
COLUMBUS, OHIO
POWELL, OHIO
