Nvest Wise, LLC

Overview

Nvest Wise, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, combining fee-based financial planning and portfolio management with insurance brokerage services and client education through seminars and workshops. Its advisory fee model includes both a percentage-of-AUM component and fixed fees. The firm is not positioned as a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices