Helping Christian parents build and share wealth isn’t work. It’s our calling.
WorthyNest® is an independent, fiduciary wealth management firm based in St. Charles, MO that serves U.S. families nationally. We think of ourselves as professional problem solvers. Whether working with parents of young children or those preparing for their second or third act in life, the most important thing we emphasize is progress:
Progress in defining your family values.
Progress in changing your money mindset.
Progress in living purposefully and intentionally.
Progress in making a positive impact on others’ lives.
Do you ever ...
Want an independent viewpoint on financial matters?
Wonder how to minimize taxes (legally)?
Have anxiety over rising college costs?
Fantasize about a new career or entrepreneurship?
You're not alone. There's a more promising path. You can:
Stop living in survival mode
Live with an abundance mindset
Become intentional about every dollar saved, shared, or spent
Use your unique gifts to help others
WorthyNest® redefines what it means to be wealthy by:
Taking commonly held beliefs about money and challenging them
Guiding parents through life’s transitions
Relying on both technical expertise and empathy to solve client’s problems
Helping small business owners get a handle on cash flow