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We believe efficient, comprehensive financial strategies are best achieved through communication between a client’s professionals, and we understand that every part of one’s financial life has an interdependent relationship with the other.

In our opinion, your Financial Advisors, CPA’s, Attorneys and Specialists should all be speaking to one another about your specific goals and objectives. In real life—we found that this rarely occurs. NetVEST was designed with these needs in mind. Therefore, our financial advisors not only coordinate communications if you have a professional who you want to continue working with—but we also provide our own professionals and services in all the following areas:

  • investment management
  • retirement planning
  • trust design*
  • estate planning strategies
  • tax planning strategies
  • insurance planning
  • education planning

This provides you with the benefit of a comprehensive financial support structure where I’s are dotted, T’s are crossed, and all of your professionals are working together.

*LPL Financial Representatives may offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial. Additional resources may be offered by NetVest Financial, LLC and are not affiliated with or endorsed by LPL Financial.

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Independence | Communication
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