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At Nvest, It's About You



 Helping you and your family build financial confidence, one relationship at a time.

 

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*The ranking of Forbes' Top Wealth Advisors(1) (Top Women Advisors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit here.(1)This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence. (2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings

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Meet Your Team

We're a team of seasoned, independent financial professionals with an array of backgrounds and educations, working together to deliver real results and real solutions no matter what your situation may be.

 

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Why NvestCEFEX-Mark2

Our holistic financial planning approach helps to ensure that our services and our advisors address all aspects of your financial needs so that you are prepared and educated no matter what the future may bring.

 

 





 

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Resources

Market updates, Nvest newsletters, recent articles and financial calculators.

 

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Nvest News

Real news and problem-solving resources you can access and put to use at any time.