Let us help you tune out the noise and take the guesswork out of investing. Money doesn’t define you but is rather a tool to accomplish your objectives. Our research-driven approach to investing means we generally recommend Dimensional Funds or low-cost exchange traded funds. We seek your approval prior to investment implementation and hold your investments at a nationally recognized, independent custodian.  

Located in the first solar-powered town in America, WorthyNest® also firmly believes in sustainability and alignment of your values with investments. To this end, we typically recommend socially conscious, ethical, green or sustainable investments. These Socially Responsible Investing (“SRI”) strategies emphasize financial return and social or environmental good to instill positive change. SRI funds often invest in companies on the forefront of environmental stewardship, diversity and inclusion, and human rights. Other SRI funds avoid businesses that sell tobacco, alcohol, weapons or contraceptives.  

SHORT VS. LONG-TERM INVESTING

Did you know that one of the biggest challenges of having a long-term plan is our own emotions and behaviors? Developing a great strategy is the first step towards investing success! Take this quick assessment to learn how your reactions stack up to others when the stock market moves. WorthyNest® works with you to understand your competencies when it comes to investing decision-making, and creates a strategy that takes both financial goals and your unique investor profile into account.