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Nvest Wealth Strategies, Inc. Employee Directory

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.

Find Nvest Wealth Strategies, Inc. employees' phone numbers or email addresses

Nvest Wealth Strategies, Inc. Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Nvest Wealth Strategies, Inc.'s Leadership

  • Stylized image of a person
    D. C.
    Office Manager
    Phone icon
    Mobile Phone

Nvest Wealth Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Nvest Wealth Strategies, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 15, 2026

Frequently Asked Questions

What is Nvest Wealth Strategies, Inc. known for?

Minus sign iconPlus sign iconNvest Wealth Strategies, Inc. was founded in 2006 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-614-389-****
. Explore Nvest Wealth Strategies, Inc.'s company overview page for more information.

What is Nvest Wealth Strategies, Inc.'s most common email format?

Minus sign iconPlus sign iconNvest Wealth Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nvest Wealth Strategies, Inc. email formats with LeadIQ.

How many employees does Nvest Wealth Strategies, Inc. have currently?

Minus sign iconPlus sign iconNvest Wealth Strategies, Inc. has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Nvest Wealth Strategies, Inc.'s key employees and leadership?

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As of August 2026, Nvest Wealth Strategies, Inc.'s key employees include:

  • Office Manager: D. C.

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