Why NetVEST Financial, LLC?
The Financial Advisors of NetVEST Financial, LLC (NetVEST) are affiliated with LPL Financial-- the largest, independent broker/dealer as well as one of the leading financial services companies in the nation.*
Because LPL Financial does no investment banking business and promotes no set investment products, NetVEST can offer access to an entire spectrum of personally tailored investment vehicles and objective advice without being driven by anything other than our client's needs and interests. We are truly fortunate that we do not have any sales quotas to meet, or products and investments to "push". Independence truly allows us to put our clients first.
*As reported in Financial Planning Magazine, June 1996-2019, based on total revenues.
Personalized Attention and Service:
NetVEST is able to offer the personalized service and attention to detail that we believe most large corporations (or wire houses, as they are called in the industry) cannot. We know that we would be nothing without our clients and delivering what we promise is integral to us. Our clients are part of a larger picture-- members of our family who are respected and valued. Check in calls, monthly mailed research articles and market/firm updates, weekly/monthly emails, quarterly service meetings, portfolio rebalancing, annual reviews, social client appreciation events and more are what our clients can expect from us. We are committed to accommodating our client's needs, such as answering important questions within 24 hours, setting flexible meeting times, and providing in-home appointments.
Comprehensive, Holistic Approach & Coordination of Professionals:
Many clients want a central source to go to and ask for advice. We believe that if your professional advisors (i.e. financial advisors, CPA's and attorneys) aren't speaking to one another regarding your financial plan, valuable information about your situation can be overlooked. At NetVEST, we feel incorporating every facet of planning into our firm allows our clients an ease of operation and management that they cannot often find elsewhere.
Trust & Estate Planning Expertise:
Typically estate planning is a field reserved to attorneys. Financial advisors (usually with little to no knowledge of estate planning strategies) will occasionally partner with attorneys to offer services to their client. However, at NetVEST- we were one of the first firms to thoroughly incorporate estate planning into our business model. In the early 1990’s, after witnessing the lack of educational follow-through by various law firms and other trust drafting companies, John Cartolano decided to fill this need. He immersed himself in estate planning education, and for nearly 15 years has been providing educational trust seminars across the Valley to address the questions that many people have before, as well as after creating a trust. In 2008, NetVEST added Jayson Walker Sr. to our management team, who, like John, possesses over 20 years of estate planning expertise.
At NetVEST we are passionate about estate planning education for good reason: we have reviewed thousands of trust documents and have seen numerous cases in which people’s good intentions and the net worth of their estates were damaged by a myriad of reasons. These reasons include motived legal advice, estate taxes, creditors, divorce, litigation, improper trust funding, incorrect or incomplete trust documents, and oftentimes just a lack of understanding on the subject in general.
Our advisors are not estate planning attorneys. However, we provide the financial considerations, creative strategies and foundation for an experienced estate planning attorney or legal document preparation company (both of whom NetVEST has long-standing relationships with) to draft the proper and correct documents that we are proud to provide to our clients.
Objective Investment Advice & Research:
NetVEST's relationship with LPL Financial allows us access to the largest in-house research team of any other broker/dealer in the country. They are also one of the most experienced research groups among independent brokerage firms, comprised of seasoned and accomplished industry veterans. Free from the constraints of proprietary products and investment banking relationships that many other firms possess, NetVEST is able to be completely objective in our research and investment advice.
Our Advisory Compensation is Related to Your Account Performance:
NetVEST provides fee-based advisory investment management through LPL Financial versus commissions-based. This allows us to focus on our objective of growing and maintaining your assets. LPL Financial's fee-based program allows us to adjust client's portfolios without them having to pay commissions, and since annual fees are based on total assets under management, our compensation is directly tied to the performance of our client's accounts. We believe with this objective approach to investing, you can be confident our only goal is to help you reach yours.
Veteran Experience & An Established Valley Presence:
NetVEST has been providing professional investment advice in Arizona since 1996, with the combined knowledge of our seasoned professionals totaling close to 100 years of experience in the financial, legal, and tax industries. In addition, each one of our financial advisors possess at least 21 years in the investment services industry. NetVEST is known for its informative "Trusts and Beyond" seminar series and all of our professionals take pride in their educational approach, speaking on various topics at engagements around the Valley.
*As reported in Financial Planning Magazine, June 1996-2019, based on total revenues