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Introduction

Thank you for taking the time to browse our website. The goal of this site is to tell you more about who we are, what we do and find areas of shared values.

Servet Wealth Management was built around the idea that business, finances and personal life all tend to blend together.  The name itself comes from the idea of incorporating all of these things.  Our lead advisor, Nathan, has a multi-cultural family and wanted a name to reflect that.  The name Servet is a nod to his wife's Turkish culture as it is a word that means fortune, and just as importantly, its english root word is serve.  Creating a business that was rooted in serving client's wealth was a fundamental principal and something we strive for every day.

There are a lot of different ways to get financial advice and we understand it can be tough to find the right advisor to guide you through some of life's toughest financial questions.  Our hope is that you can learn about our process and how we think about financial planning and wealth management. Feel free to browse our website and reach out with any questions.  We look forward to hearing from you.

Our Approach

We create strategies that are tailored to your needs and goals.

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Our Services

Find out how we serve our clients in their daily lives.

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Our History

Years of experience have prepared us to guide you through life's transitions.

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