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Who We Serve
The Type of Clients We Serve
We deliver personalized advice no matter what stage of life you’re in.
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Corporate Executives
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Business Owners
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Highly Compensated Millenials
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Inherited Wealth
Learn More About How We Assist Our Clients
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Highly Compensated Millenials
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Business Owners
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Inherited Wealth
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Experienced Executives
Note: The above scenarios are hypothetical and represent a highlighted group of clients we serve
Hear From Our Clients
We deliver personalized advice no matter what stage of life you’re in.
Q: What do you appreciate most about working with Servet Wealth Management?
A: “I appreciate Nathan's proactive approach to our investments. He's always bringing new ideas and opportunities, but also brings financial prudence and caution that I respect in a financial advisor.”
“Working with Servet Wealth Management allowed my husband and I to buy our first home in New York City, something I never thought was possible. Even though it was a huge purchase, I don't worry about money and feel very secure financially.”
“Nathan has provided transparency, consistent follow-ups, updates, and in-depth discussions on investment strategies.”
Does This Sound Like You?
If you believe you would benefit from working with a financial professional, let’s review your financial goals to see if we’re a good fit for each other.
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