NVEST WEALTH STRATEGIES, INC.

Overview

Nvest Wealth Strategies, Inc. is an independent registered investment adviser that serves individual, family and institutional clients. The firm is organized as a corporation, is SEC-registered (since 2022) and is owned by an individual. Its business model combines ongoing portfolio management with financial planning and client communications, including publication of periodic newsletters. Fee arrangements include percentage-of-assets under management for discretionary mandates and hourly charges for advisory work. Investment activity centers on equity exposure delivered largely through exchange-traded products and mutual funds, with a recurring use of factor/strategic ETFs among top holdings. The firm’s stated preference is equities, and it runs mostly discretionary mandates while retaining a smaller non-discretionary sleeve. Nvest is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices