2024 Forbes Best-In-State Wealth Management Team
We are pleased to announce that Katterhenry Investment Group of NEST Capital was recognized on the 2024 Forbes Best-in-State Wealth Management Teams List. This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.
Best-In-State Wealth Management Teams 2024
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.
Katterhenry Investment Group is Proud to Congratulate
Eric J. Haubert, Senior Financial Advisor and Registered Principal, for being recognized as a Forbes 2024 Best-in-State Wealth Advisor1 and to the Wells Fargo Advisors Financial Network 2024 Platinum Council2.
Lisa Katterhenry Howe, CFP®, CRPC®, CMFC, CDFA®, ADPATM, SE-AWMATM, Senior Financial Advisor, for being recognized as a Forbes 2024 Best-in-State Wealth Advisor1 and to the Wells Fargo Advisors Financial Network 2024 Platinum Council2.
1 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.2The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. |
OUR SERVICES
INVESTMENT MANAGEMENT
Determining your asset-allocation needs and true diversification. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
RISK MANAGEMENT
Reviewing existing life, disability, and long-term care insurance policies. Help finding a new suitable policy for your specific situation.
EMPLOYEE AND EXECUTIVE BENEFITS
Helping your business attract and retain qualified employees through benefit packages.
TAX MANAGEMENT
Making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
ESTATE PLANNING AND WEALTH TRANSFER STRATEGIES
Help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.
EDUCATION FUNDING
Recommending investment and accumulation strategies to help you pay for your children's and grandchildren's educational pursuits.
Katterhenry Investment Group is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
