As nestegg advisors our goal is to work with you to define your goals and help you move confidently and strategically towards them. By taking a holistic approach to wealth management, our custom solutions are designed to grow and protect your wealth. We are different because our approach to communicating with you and designing your investments are different.
We take a comprehensive, financial planning approach with every client. We consider your income, taxes, family makeup, insurance, inheritance, estate plan and more. We feel its the only way to design your investments. Proper portfolio construction requires more than just a risk-tolerance questionnaire.
We take a comprehensive, financial planning approach with every client. We consider your income, taxes, family makeup, insurance, inheritance, estate plan and more. We feel its the only way to design your investments. Proper portfolio construction requires more than just a risk-tolerance questionnaire.
Services
About
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Kelly is a fifth generation Idahoan, so he tends to do things a little differently. As a financial planner, he encourages his team to take a neighborhood approach to retirement planning. Kelly believes in keeping things simple. He believes we should listen more than we talk-placing an emphasis on communication and providing honest, straightforward answers.
Our Story
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The ancestors of the firm's founder, Kelly Wood, arrived in Idaho when gold was discovered in the Boise Basin. They were among thousands who came to seek their fortune. Kelly's great-great uncle, Cyrus Jacobs, helped build the Basque Hotel in Boise. Cyrus Jacobs was known as a leader in community enterprises.
Who We Help
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PURPOSE PLANNING aligns your PURPOSE with your financial plan and your investments. It is designed to provide you with a comprehensive and personalized approach to optimizing the probability of your success. We have been doing this for individuals and institutions for more than 15 years. Coordinate financial planning, estate planning, investment management and risk management, all in-house.
Events
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This exclusive discussion will cover the unique financial needs of women planning to retire or who are already in retirement. Due to the delta variant and CDC guidelines, we will delay the holiday party until gathering of groups are recommended. During this 7-day journey, encounter the grand cities and quaint villages along the celebrated Danube River.
Individuals & Families
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Regardless of what chapter of life you're in or what specific service you need, we'll start by taking a holistic look at your financial life. We continue by getting to know your goals, your family's needs and your legacy vision. These are all aspects of what true wealth management - and nest egg maintenance - means to us.
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