WorthyNest® is an independent wealth management firm that serves families in greater Saint Louis, MO and nationally.
Planning for the future isn't easy. We help conscientious parents grow, protect, and share wealth so they can pass a positive legacy on to children and their communities.
Providing holistic financial planning and investment services to faith-filled families isn’t work. It’s our calling.
What sets us apart from other advisors?
Learn more about fee-only, fiduciary advisors in the video to the right.
AS SEEN IN...
When it comes to finances, do you wonder ...
If you're making smart financial decisions?
How to ensure your family is financially secure for the long-haul?
If there are ways to invest that align with your value system?
How to minimize taxes?
Which methods are optimal to meet charitable goals?
WorthyNest® is here for you.
We answer the above questions and others.
We work with each client to develop a highly customized financial plan.
We create “aha moments” for clients previously stuck in an old pattern of thinking.
We are EMPATHETIC AND RATIONAL WHEN EMOTION OVERPOWERS YOU.
We get it.
You are pulled in a million different directions.
You want to focus on relationships with FAMILY AND friends.
but it feels like there aren't enough hours in the day.
You may have day-to-day cash flow under control but find it difficult to achieve longer-term goals.
You're seeking honest, quality guidance from a professional who ALWAYS has your best interest at heart.
You've come to the right place.
our PROFESSIONAL ASSOCIATIONS
What is your wealth potential?
WorthyNest LLC (“WN”) is a registered investment adviser offering advisory services in the State of Missouri and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of WN, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.