Our clients are discerning people who are looking for individually tailored investment advice and guidance.
You've done a lot right in your financial life. However, your finances have become more complicated over the years and you no longer feel completely confident you are making the best financial decisions for your family. You are looking for someone you can trust to evaluate your situation, provide unbiased advice and guidance, and help you achieve your vision of financial success.
We like to work with:
- Mid-career professionals
- High-net-worth individuals
- Affluent women, married, divorced, or single
- Clients with investable assets of $100,000 and up excluding 401k
Our Ideal Clients:
- Are seeking a professional that can generate a consistent good return for their assets
- Don't have a good investment plan or strategy
- Are not getting the best possible rate of return from thier investments
- Are not aware of the different investment options that are available to them
- Are looking for an experienced investment advisor to manage their assets
- Don’t want to be involved in the day-to-day management of their wealth
- Want to hand off the management of their financial strategies to an expert
- Are seeking a relationship with a fiduciary they can trust
- Enthusiastically refer clients to us because they value our relationship
Our clients enjoy working with us because:
- We are trustworthy – we provide peace of mind
- We are accessible, responsive, and personally available to our clients (we are not an 800 number)
- We have specific expertise relating to the needs of the affluent
- They have confidence in what we do and do not need to second-guess our work
Some of our clients work in these professions:
- Business Owners
Tailored Advice for Complex Lives
Nuvoak took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.
Guidance towards Secure Retirement
They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security. They have been extremely helpful, and very practical.
First Class Financial Advice
NuvOak advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.
Enjoy the Fruits of Working Life
I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.