Our Approach 

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.

Financial Planning Services

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. 

Investment Management Services

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.

How We Work

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. 



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Roth IRA Conversions

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Buy-Sell Agreements

Business Overhead Expense

Key Person Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 770-648-2348