Helping You and Your Family Build Financial Confidence… one relationship at a time.

Tuesday April 16, 2024

Helping You and Your Family Build Financial Confidence… one relationship at a time.
Family. Whomever you may include in your own family circle, family is what life is about. And what Nvest Financial is all about. As our mission states, Nvest was founded with a desire to help families build financial confidence, and we do it one relationship at a time.
Recently, one of Nvest’s budding advisors, Dinon Hughes, was interviewed by Investment News and Financial Planning Magazine, two highly visible and respected industry publications, and had as much to say about relationship building: “Nvest has always been able to manage the entire family relationship, working with not just the family heads but also building relationships with the children of the family. Just by the nature of having that relationship, we’re a lot more likely to keep those kids or grandkids as clients when, eventually, that wealth gets passed on to them.”
Dinon is in a unique position to cross the generational borders. As a member of the younger generation himself, he understands that the tactics and strategies that may apply for parents may not necessarily bode well with their children. While older generations may have begun their investing journey with a stockbroker, today’s generation is more prone to want to invest by an app on their own. Hughes says, “Regardless of their use of apps, once their net worth grows to a certain point, so do their financial planning questions on topics that go beyond simply what stock to invest in, and it becomes much less comfortable to make those decisions on your own.”
If you’re interested in hearing about how Nvest can serve you and your multi-generational family’s investment and financial planning needs, please reach out to
Nvest Financial, LLC | Two International Drive, Suite 110, Portsmouth, NH 03801 | 207-985-8585
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Advisory services offered through Nvest Financial, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed Insurance products are separate from and not offered through Commonwealth.

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