Independent Thought, Integrated Strategies
NetVEST Financial LLC is an independent, holistically-minded wealth and estate management firm based in Scottsdale, AZ. For over 20 years, we have been working with individuals, families and businesses to create and manage portfolios designed to optimize the probability of success. Our goal is to provide education, clarity, and outside-the-box thinking while delivering noteworthy, measurable progress toward every client’s financial objectives. NetVEST’s “Triune Process” consists of uniting 3 crucial aspects of a client’s financial world:
- Investment Management,
- Estate and Trust Planning / Document Design, &
- Tax Strategies / Planning
We use this process to simplify the moving parts in our client’s financial world and provide the structure that aims to increase a family’s enjoyment of their wealth now and in the future. Our mission at NetVEST is simple and straight-forward: to protect and maximize financial goals, provide the utmost in personalized service, and to treat client’s assets and estate with the same care as if they were our own.
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Helpful Content
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Assess whether you are running “in the black” or “in the red” each month.
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Enter various payment options and determine how long it may take to pay off a credit card.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A presentation about managing money: using it, saving it, and even getting credit.
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How federal estate taxes work, plus estate management documents and tactics.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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The importance of life insurance, how it works, and how much coverage you need.
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Learn how to harness the power of compound interest for your investments.
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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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