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OUR SERVICES
INVESTMENT MANAGEMENT
Determining your asset-allocation needs and true diversification. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
RISK MANAGEMENT
Reviewing existing life, disability, and long-term care insurance policies. Help finding a new suitable policy for your specific situation.
EMPLOYEE AND EXECUTIVE BENEFITS
Helping your business attract and retain qualified employees through benefit packages.
RETIREMENT AND RETIREMENT INCOME PLANNING
Help identify tax-efficient income sources to help preserve your savings. Building strategies for Social Security and Medicare to make the most of your benefits. If applicable, it's important to consider how executive stock options or corporate benefits may influence your plan.
TAX MANAGEMENT STRATEGIES
Helping make sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
ESTATE PLANNING AND WEALTH TRANSFER STRATEGIES
Help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.
EDUCATION FUNDING
Recommending investment and accumulation strategies to help you pay for your children's and grandchildren's educational pursuits.
DEVELOP A CUSTOMIZED PLAN
We start by identifying your family’s values and goals. Review your income and lifestyle, then fine-tune your saving and spending to match your priorities.
2026 Forbes Best-In-State Wealth Management Teams
We are thrilled and sincerely grateful to announce that Katterhenry Investment Group of NEST Capital has been recognized as one of the Forbes Best-In-State Wealth Management Teams. We believe this achievement reflects the incredible dedication and hard work of our team, who show up each day deeply committed to helping enhance the quality of life for our clients. We are honored to do the work we love each day.
Please visit this Forbes website to view the 2026 Best-in-State Wealth Management Team list:
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
Katterhenry Investment Group is Proud to Congratulate
Eric J. Haubert, Senior Financial Advisor and Registered Principal, for being recognized as a Forbes 2025 Best-in-State Wealth Advisor1 and to the Wells Fargo Advisors Financial Network 2025 Platinum Council2.
Lisa Katterhenry Howe, CFP®, CRPC®, CMFC, CDFA®, ADPATM, SE-AWMATM, Senior Financial Advisor, for being recognized as a Forbes 2025 Best-in-State Wealth Advisor1 and to the Wells Fargo Advisors Financial Network 2025 Platinum Council2.
1 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.2The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. |
Client-Focused Investing
CONTACT US
NEST Capital
Serving clients and advisors nationwide, NEST Capital has office locations in Ohio and Illinois and access to many investment products and services to help you build your plan for the future and for now.
Wells Fargo Advisors Financial Network does not provide legal or tax advice. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.