Client Testimonials

What Our Clients
Have To Say

Appreciating our clients is at the heart of everything we do.

Each interaction is an opportunity to serve our clients and express gratitude for their trust and partnership. Their support drives us to continually exceed expectations and deliver exceptional service.

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.”

– Josh Boaz

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“Nathan does a great job of identifying investment opportunities, keeping me updated on market movements and themes, and understanding my unique financial situation.”

– Mike Klayman, Managing Director, Investment Banking

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“Nathan has provided transparency, consistent follow-ups, updates, and in-depth discussions on investment strategies.”

– Joanne Sur-Young, Lawyer

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“Nathan is very insightful, diligent and trustworthy. Working with him has allowed us to worry less about the portion of our finances that Nathan manages and have better plans in place for our family planning and children's future needs.”

– Philip Bates, CEO of TMC Hospitality

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Q: How has your life changed since you started working with Servet Wealth Management?

A: “Nathan has allowed me and my wife to already achieve 85% of our goal to financial freedom, and we’re on track to exceed our goal! Nathan has significantly increased our confidence in our financial goals and we get to continue to live the lifestyle we enjoy.”

– Sam Tang, Cyber Security Leader

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“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.”

– Ashley E, Google

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Q: How has your life changed since you started working with Servet Wealth Management?

A: “Working with Servet Wealth Management has improved my portfolio and has given me more confidence in my financial future.”

– Vinod Kartha, Information Technology Executive

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

“I appreciate the time and energy Servet Wealth Management takes to understand our current status and future goals. The time, candor and professionalism they bring to our partnership instills confidence and has led to an effective investment strategy. Our investment strategy has matured, grown and I've unlocked time to focus on other endeavors. ”

– Chris McCarthy, VP of Healthcare

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Q: What do you appreciate most about working with Servet Wealth Management?

A: “I appreciate Nathan’s transparency, educational approach, trust, and availability.”

– Betty Jotanovic, Financial Services Executive

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

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Securities offered through Osaic Wealth, Inc. Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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