The Face of Wealth Management
Nichole Raftopoulos CFP®CDFA™, AIF®, MPAS of Nvest Financial Group, LLC
Photography by Kendal J. Bush
Nvest Financial Group, LLC (Nvest) is an independent boutique wealth management firm working with financially established individuals and families throughout New England.
The Nvest team of professionals is dedicated to serving clients who demand an unparalleled experience and exclusive personal attention. Nvest prides itself on simplifying the complexities of the financial world in helping clients meet their personal needs and goals. They consider each situation a unique relationship and not just a portfolio balance. Nvest’s goal is to help bring clarity to your vision. Nvest Financial Group has created a kind of place where each employee, themselves, would want to be a client. This dedication and expertise has helped the firm’s President, Nichole Raftopoulos, in being named one of “Forbes’ America’s Top Women Wealth Advisors for 2017.” Mrs. Raftopoulos also has been awarded by Five Star Professional as top Wealth Manager for 2017 and Nvest recently became a CEFEX®-certified firm.
Securities offered thru Commonwealth Financial Network; Member FINRA/SIPC. Investment Advisory Services maybe offered thru Commonwealth Financial Network, a Registered Investment Adviser and/or Nvest Financial Group, a Maine and New Hampshire licensed Investment Adviser. Advisory Services, Fixed Insurance Products and Services offered by Nvest Financial Group, LLC are separate and unrelated to Commonwealth. The ranking of Forbes' Top Wealth Advisors(1) (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. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit: http://bit.ly/forbesmethodology. 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. 739 New Hampshire wealth managers were considered for the award; 104 (14 percent of candidates) were named 2017 Five Star Professionals. (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.