A complete list of active advisors currently associated with Nvest Wealth Strategies, Inc.

Warmer can help you find a great advisor at Nvest Wealth Strategies, Inc. or one who fits your needs even better.

The firm serves individual investors (including high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations and business entities, offering discretionary portfolio management, financial planning and hourly consulting. It manages both custodial accounts and client-directed retirement allocations using third‑party aggregation tools and charges percentage‑of‑AUM investment fees alongside separate consulting arrangements. Nvest implements a long‑term, multi‑asset approach built primarily with no‑load mutual funds and ETFs rather than individual stocks or bonds, emphasizes diversification and periodic rebalancing, and generally avoids timing or momentum strategies. Accounts are reviewed at least quarterly with reconciled performance reports provided to clients, and the firm operates under a stated fiduciary standard and professional codes of conduct. Distinctive features for a firm this size include multiple senior credentialed staff (two CFA charterholders and a recently added CFP), the firm’s use and distribution of periodicals/periodic client communications in addition to quarterly reports, and client‑specific fee accommodations such as discounted rates for certain public charitable or church‑related organizations and the exclusion of concentrated low‑basis holdings from management fees. These operational choices and staffing credentials differentiate the firm from many peers of similar scale.

To learn more about the advisors currently working at Nvest Wealth Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.