About

We’re so happy you found us. The fact that you’ve landed on our website tells us you’re searching for financial guidance beyond investments. Perhaps you’re looking for a personal relationship with a team that can simplify your entire financial life, including tax planning, estate planning, retirement planning, insurance, and investments. We welcome you to experience the nestology® difference. 

Over the last decade, we’ve learned quite a bit about the clients that gravitate toward our proprietary nestology® process and philosophy. Most advisors are glued to stock tickers and love to present boiler plate and phone book financial reports. That just really isn’t us. 
Our clients are from all walks of life. Successful entrepreneurs, small business owners, engineers, and mechanics. They all share one quality: they come to Wealthnest™ for something simplified, something convenient, something complete something different. They express concerns like, ” My advisor doesn’t make things understandable.” “She didn’t really understand what is important to me and my family.” “He is always trying to sell me something.” That really isn’t us, either.