Are We Fit?
Over the last decade, we’ve learned quite a bit about the kind of clients that gravitate toward our proprietary nestology® process and philosophy. We know most advisors are glued to stock tickers and love to present boiler plate, phone book financial reports. That just really isn’t us.
Our clients are from all walks of life. Successful entrepreneurs, small business owners, engineers and mechanics. They all share one quality they come to Wealthnest™ for something simplified, something convenient, something complete…something different. They express concerns like, ” My advisor doesn’t make things understandable.” “She didn’t really understand what is important to me and my family.” “He is always trying to sell me something.” That really isn’t us either.