Envision. Entrust. Enrich.
Commonwealth: Special Service Award 2021
Forbes: America's Top Women Advisors 2017–20211
Forbes: Best-in-State Advisors List – #1 in New Hampshire 20212
Forbes: Best-in-State Advisors List – Maine 2017–2020
Five Star Wealth Advisor: New Hampshire 2017–20213
NH Business Review: Business Excellence Award for Financial Services 2018 and 20204
K, K & A Chamber of Commerce: Inaugural Driven Woman of the Year Award 2019
Investment News: Best Practices Award, Top Producer – 2017 Advisor Technology Study
True partnership.
Nvest Financial handles the personal finance side of our business, helping you wade through what may feel like complicated financial maneuvers.
ROI Cubed focuses on supporting business owners. We’re your objective partner on every phase of business, from scaling to strategy to succession.
Nvest 401(k) does the lifting on business retirement plans. We help you find one that fits, and train your employees on this important benefit.
Operation Love...from home
Each year after the holidays, The Nvest Group contributes to organizations helping the troops and local food pantries.
Reach out to find out how to contribute or how you can help.
Integrity in Process
As a CEFEX Investment Adviser, we’ve taken an effective process and tailored it to work for us. It’s through this proprietary process that we partner with you to tackle life and business challenges.
Who We Serve
The Nvest Group offers intelligent financial guidance and leads with compassion.
I’m retired or will be soon.
Retirement is about more than retirement. It’s balancing resources and living expenses over the long term. It may mean doing this while putting kids through school. It’s when you start to think more about legacy and giving. Prioritize and execute well in this phase.
I'd like clear priorities.
You’ve got a family to support, college and retirement to save for, an investment portfolio, a variety of insurances—we can help you look at the big picture and define clear priorities that result in an actionable roadmap.
I’d like to see my business increase in value.
Building a successful business takes time and a lot of hard work. The idea is that it will be worth it. We’ve lived it and have guided others through it—we’ll help you strategize to make the most out of your business.
I’m exiting my business.
Succession planning—a difficult and rewarding process. We will work with you to ensure that you get what you deserve from your business while making sure your employees and the legacy you are leaving behind will be cared for.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Nvest Financial, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.
1Forbes’ Top Wealth Advisors (Top Women Advisors) 2017-2021: The ranking of 2021 Forbes' Top Wealth Advisors (Top Women Advisors)* is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. The actual number of individuals that completed the survey was not provided and the completion rate may be significantly lower. Overall, 9,785 Advisors were considered, and 1,000 (10.2 percent of candidates) were recognized. For the full methodology that Forbes developed in partnership with SHOOK Research, please visit here.
*SHOOK Research recognitions and the due-diligence processes conducted are not indicative of the advisor'sfuture performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
2Forbes’ Best-In-State Wealth Advisors 2021: The 2021 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,725 advisors were considered, and 5,000 (15.3 percent of candidates) were recognized. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
3FIVE STAR Wealth Manager 2017- 2021: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 928 New Hampshire area wealth managers were considered for the award; 85 (9 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
4New Hampshire Business Review Business Excellence Award for Financial Services 2020: The NH Business Review's Business Excellence Awards recognize the imagination, industriousness, innovations and achievements of business owners and operators in New Hampshire. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.