195 West Pike Street
We specialize in providing comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.
We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As an investment fiduciary, we also provide specialized, objective and independent advice, putting your needs and best interests first.
Nvestfit focuses on helping entrepreneurs develop sound strategies. We understand the myriad of challenges business owners face daily and know the biggest concern is often balancing personal and professional goals. We take time to discover what is most important by helping you to define and prioritize your financial fitness ambitions. Furthermore, we’ll work together to develop a game plan with which to execute on. Lastly, tracking your progress and making necessary adjustments along the way will improve your probability of success towards all your aspirations.
Roth IRA Conversions
Money Purchasing Plans
Profit Sharing Plans
Business Overhead Expense
Key Person Insurance
Disability Income Insurance
firstname.lastname@example.org | 770-648-2348