Investment Management Services
Start a conversation.
Ask a question, request more information, or schedule a complimentary consultation.
Send us a message
An advisor will reach out, generally within one business day.
What happens after you reach out
Introductory conversation
An advisor will contact you within one business day to start with your questions, what's on your mind, and what you'd like to accomplish.
Discovery and review
If we continue, we gather whatever is needed to help, including statements, estate documents, retirement assets, insurance details, and other materials relevant to your situation.
Recommendation of the engagement
We recommend the advisory services that best fit your needs, whether that includes financial planning, consulting, investment management, or a combination working together.
Implementation and ongoing advice
Once engaged, we move from analysis into action. We then continue to review, adjust, and coordinate decisions as your financial life evolves.
Finivi Inc. is an independent, fee-based financial planning and investment management firm and an SEC Registered Investment Advisor. Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. The information on this page is for informational purposes only and does not constitute personalized investment, legal, or tax advice. Investing involves risk, including the possible loss of principal. Email and web forms are not secure methods of communication and should not be used to send confidential information or to place trade instructions. Finivi does not solicit or provide advisory services through off-channel messaging applications. If you receive a message claiming to be from Finivi through such an application, please contact the office to verify it.