Wealthnest Planners
Wealthnest Planners – offers a proprietary nestology™ wealth management process uniquely addresses tax planning, estate planning, retirement planning, insurance and investments, all under one roof, allowing for efficiency.
OUR NICHE: LOOKING BEYOND THE INVESTMENTS, OFFERING VALUE CENTERED, TAX EFFICIENT WEALTH MANAGEMENT
MARKETING STRATEGY:
TARGET MARKET (“THE LIST”): THE OVERLOOKED $500K-$3 MILLION HOUSEHOLDS
3 UNIQUES:
- Our Process
- Our tax expertise
- Our people
PROVEN PROCESS: The nestology™ Difference
Ideal client:
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 a stock ticker 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 cannot offer tax advice.” 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. So, who are we looking for?
- High Income & net Worth
- $1 million or more in investable assets
- Someone(s) in a transitional life situation (I.E. divorce, widowed, job change)
- Complicated tax situation