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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 transparency, educational approach, trust, and availability.”
“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 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.”
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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