Nvest Wise, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nvest Wise, LLC primarily advises small business owners and individual clients on financial planning, retirement preparedness, and small-business financial consulting, including 401(k) plan services. The firm offers portfolio analysis, cash flow management reviews, and 401(k) participant education and enrollment meetings as part of its service set.
The firm emphasizes non-discretionary advice and client-directed decision making rather than broad discretionary trading; as of December 31, 2025 it reported $371,087 in assets under management with roughly $299,367 managed on a non-discretionary basis. Its investment process combines fundamental and technical research, applies allocation-driven strategies ranging from conservative CD/dividend ETF positions to concentrated equity allocations, and includes at least quarterly account reviews.
Distinctive aspects include the delivery of employee-facing educational seminars and workshops for plan participants at no additional charge and the principal’s insurance and variable annuity licenses, which support insurance and annuity recommendations alongside advisory work. The firm has a very small client base and has recently shifted away from discretionary comprehensive asset management toward financial planning and small-business exit and retirement planning.
Client services
Expertise
Occupation focus
Fee options
Fixed rate contracted and agreed for implementation of business corporate strategies
$0 - $100,000: 1.25% $100,001 - $999,999: 1.00% $1,000,000+: Negotiable
$120/hour with a cap of $2,500
Account minimum: $25,000
Main office
Douglasville GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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