Wealth management

Start Mapping Your Future Today
Helping You achieve Success

wealth management is more than just managing money.

The job of a wealth manager is to handle everything in your life that takes time, planning and money. At nestegg, we use Asset-Map® to help you build a complete picture of your financial life and give you the tools to focus on what is important: your goals, your commitments and your legacy.

We use Asset-Map® to help clients:

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ADDRESS CONFUSION

Financial services is complex and confusing. Clients need to simplify their lives by organizing the important people and the financial decisions they control in order better understand their situation.

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PROVIDE CLARITY

When we visualize a client’s financial facts in a simple & elegant graphic, something unique occurs. Their facts start to tell a story.

gain insight

When we have all of the facts, we do our best work. In partnering with clients, we can illustrate their situation and help identify strengths and weaknesses.

TRACK PRIORITIES & PROGRESS

Determining a client’s priorities and then mapping their progress toward achieving them doesn’t have to be a 50 page report – one page will do just fine.

OFFER NEW IDEAS

Providing proactive guidance, collaboration and communication with clients fosters new ideas and actionable items. That is at the heart of what we do to help clients achieve their success.

Fee Schedule

1.00%

0.50%

$0 – $1,000,000

$1,000,001+

nestegg advisory (“nestegg”) is a Registered Investment Advisor. Advisory services are only offered to client or prospective clients where nestegg and its representatives are properly licensed or exempt from licensure.  Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be rendered by nestegg unless a client service agreement is in place.

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