Nvest Advisors, LLC

Jeremy Torgerson is a financial advisor at nVest Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at SWS Financial Services since 2011. nVest Advisors serves individual investors, high net worth clients, small businesses, and employer-sponsored retirement plans, offering fiduciary investment management and financial planning along with ERISA 3(21) and 3(38) plan advisory services. The firm emphasizes risk aversion and a data-driven use of macroeconomic indicators, combining diversified low-cost passive ETFs with proprietary “Core+” models, and supports multiple custodians and plan relationships through a primarily virtual practice.

Joshua Torgerson is a Series 65-licensed advisor at nVest Advisors, LLC with two years of industry experience. Prior to financial advising, he has held roles including Lead Instructor and Examiner at DriveSafe Driving School. nVest Advisors serves individual investors, high net worth clients, small businesses, and employer-sponsored retirement plans, offering fiduciary investment management and financial planning with an emphasis on risk aversion and data-driven strategies that combine passive ETFs and proprietary models. The firm operates primarily as a virtual practice and supports a range of custodians and plan advisory services.

Moises Rodriguez is a financial advisor at nVest Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Craig Nieschwietz & Associates, Taso, and Brehm, Havel & Co. nVest Advisors serves individual investors, high net worth clients, small businesses, and employer-sponsored retirement plans, providing fiduciary investment management and financial planning along with ERISA 3(21) and 3(38) plan advisory services. The firm operates primarily as a virtual practice and uses a risk-averse, data-driven investment approach combining broad diversification, low-cost passive ETFs, and proprietary models reviewed quarterly.