NetVEST Financial LLC

NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs. Our philosophy consists of a 360-degree approach to wealth planning-- the uniting of Diligent Investment Management, Creative Trust & Estate Design & Resourceful Tax Planning. Built on the premise that every part of one’s financ

ial life has an interdependent and complex relationship with the other, we provide our clients with a select group of in-house specialists that are skilled in the following areas:

Investment management
Retirement planning
Trust design
Estate planning strategies
Tax planning strategies
Insurance planning
Education planning

The main objective of our process is to first and foremost ensure our client’s financial education. Freed from tedious planning work and financial anxiety, our clients are then able to focus on what matters most to them in life. As fiduciaries and stewards of your financial well-being, we place the utmost value on integrity and mutual respect when it comes to developing client relationships. We take pride in the fact that many of our relationships tend to transcend several generations, truly giving meaning to our “Advice for Life” philosophy. With our client’s lifestyles continuously undergoing change, we believe dynamic planning is the only answer. We modify your plan as you modify your life, striving to keep up with transitions in market cycles, economic conditions and tax laws. Our philosophy here at NetVEST is simple and straight-forward:
to protect financial goals and dreams, provide the utmost in personalized service, and to treat client’s assets and estate with the same care as if they were our own. Securities and Advisory services offered through Cetera Advisor Networks LLC, Member FINRA /SIPC. Additional advisory services are offered through NetVEST Financial, LLC. Cetera are affiliated and are under separate ownership from any other named entity. 9059 E BAHIA DR SCOTTSDALE, AZ 85260 John Cartolano CA Insurance License #: 0B87071 | Jayson Walker Sr. CA Insurance License #: 0D07035. ( www.FINRA.org & www.SIPC.org )

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