Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
We’ll tell you the whole financial story – not just in the charts and numbers that support an initial conversation, but in a narrative that answers your questions about not only if your plans and ideas will work but how they will come together to create the life you want. We will develop an action plan to help you reach each of your goals, setting timelines and responsibilities to ensure success. And we will periodically evaluate progress, adding in new issues as they arise and resolving changing priorities to keep you on track for the long term.
Through a credentialed, independent financial planner, Nevis Financial offers access to a broad array of products and services. We are proud to work through Woodbury Financial Services, Inc. (member FINRA, SIPC,) a broker-dealer with a reputation as one of the most dependable, ethical and well-positioned firms in the industry.
Although many professionals may call themselves “financial planners”, only those who have completed the extensive training and requirements of the CFP® Board can call themselves a Certified Financial Planner™. CFP® certificants have met the Board’s education, examination, and experience requirements. They also agree to adhere to high standards of ethical conduct, annual continued education, and pledge to keep their clients best interests as the top priority. For more information on the CFP® designation, click Learn More, below.
We utilize technology to help our clients organize their financial life with their own digital wealth management portal. Our clients have access to their personal financial website from wherever they are and on any device they choose. We aggregate accounts from institutions all over the world, enabling our clients to understand and manage personal finances with a consolidated view into all their accounts - all in real-time.