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 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 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.

You'll like 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 value a personal relationship that offers unfiltered opinions and advice over access to an institution that dispenses corporate, cookie cutter information.

We'll love you if you...

  • 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.

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.

Do I have enough to work with you?

While we’d love to help every single person that wants to work with us, fact is, we’re a boutique firm—and the value of what we do is dependent on the amount of time and resources we invest in our client relationships.

The value of what we do is in the quality of our work, not the sheer number of clients. So that means we’re choosy about who we work with. To that end, we limit the most complex work we do for people who stand most to gain from it—and that tends to be entrepreneurs, business owners and executives with at least $1MM in assets.

Are there exceptions? Sometimes, yes. Do you have a complex financial situation?  Do we like you?  We often find ourselves helping those in need, particularly if they might be an advocate of our business now or in the future.  But if we’re not a good fit, we’re happy to refer to you another advisor in the area that we like and trust.

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