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NVEST WEALTH STRATEGIES, INC.

Tel: 614-389-4646
9757 Fairway Drive
Powell, Ohio  43065

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NVEST WEALTH STRATEGIES, INC.

NVEST WEALTH STRATEGIES, INC. is a Powell, Ohio based financial advisory firm with nearly $201,510,861 in assets under management and provides investment advisory services for 597 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

139758

SEC#:

801-123479

No. of Clients:

597

Assets under Management

$201,510,861

No. of Advisors:

3

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