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 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
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Solve a mystery while learning how important your credit report is with this story-driven interactive.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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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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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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How federal estate taxes work, plus estate management documents and tactics.
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Using smart management to get more of what you want and free up assets to invest.
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Making the most of surprises is a great reason to work with us.
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