Who We Are
NetVEST Financial, LLC is an independent wealth and estate management firm located in Scottsdale, Arizona who serves the needs of clients in nearly all 50 states. Our philosophy consists of a 360-degree approach to wealth planning-- the uniting of investment management, tax planning, and estate management strategies.
Our professionals are skilled in the following areas:
- investment management
- retirement planning
- trust design*
- estate planning strategies
- tax planning strategies
- insurance planning
- education planning
In working with NetVEST Financial, LLC, our clients have the power of a group of professionals all working together for their specific situation. Freed from tedious planning work, financial anxiety, and disconnect between professionals-- our clients are then able to focus on what matters most to them in life. And that’s what we’re passionate about.
*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.