Are We Fit?


Over the last decade, we’ve learned quite a bit about the clients that gravitate toward our proprietary nestology® process and philosophy. Most advisors are glued to stock tickers and love to present boiler plate and 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.

You'll love us if.

  • You want a fiduciary that addresses all aspects of your financial life, including taxes, estate planning, insurance, retirement and investments.
  • You value a team of seasoned advisors that are willing to tell you what you need to hear…not what you want to hear.
  • You understand that largely it is your own behavior that can determine your success more than any other factor, in every area of your life—including your finances.
  • You understand that anxiety is not your friend, as you cannot control the universe, the market, or really anything else with your thoughts.

You won't like us if.

  • You love jargon and hot stock tips from people in suits.
  • You want a basic stockbroker that only takes orders.
  • You want to limit our conversation to only investments.
  • You throw a fit every time the market dips.

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We'll love you if.

  • Are open to considering newer, better ways of doing things.
  • Tend to look at the market the way you do a weather report – good to know, but doesn’t have the power to cripple you daily and cause you to re-evaluate every financial move you have ever made.
  • Have an actual interest in learning how your finances work and want to be an active participant in your financial plan.
  • Understand and appreciate the value of patience.

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