Nvest Wealth Strategies, Inc. Employee Directory

Investment ManagementOhio, United States2-10 Employees

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. 
-Over $200 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 
-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

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


Investment advisor, financial planning
Located in Greater Columbus, Ohio 
Powell, Ohio / Delaware, Ohio

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