Nvest Wealth Strategies, Inc. Email Format

Investment ManagementOhio, United States2-10 Employees

Nvest Wealth Strategies, Inc. is an independent registered advisory firm located in Powell, Ohio, in the Greater Columbus area. It serves individuals as well as religious and charitable organizations and operates on a fee-only basis, avoiding commissions to align interests with clients. CFA-designated professionals provide fiduciary care, and the firm maintains registrations with the Ohio Division of Securities, with notices filed with the SEC/FINRA in applicable states.

The firm pursues a disciplined portfolio management approach that includes thorough due diligence, tax-aware capital deployment and rebalancing, and tactical execution of a dynamic strategy. It also handles proxy voting and other shareholder matters for clients. In terms of client service, it emphasizes verifying objectives, offering regular meetings and ongoing education, and delivering detailed quarterly reporting plus periodic market updates and commentary, with responsive support and tax information preparation.

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