WEALTH MANAGEMENT
Questions about investing? Nest Egg has answers!
Speak with an advisor at your convenience...
In the Branch
Visit your local Washington State Bank branch and have your trusted banker to connect you with a Nest Egg advisor within minutes.
From Your Home
Visit hellonestegg.com/washingtonstatebank and video chat with a licensed investment advisor from the comfort of your home.
Investing is as easy as...
Choose a Goal
Your investment journey begins by selecting what financial goal you are trying to achieve.
Find Your Portfolio
Complete a simple questionnaire to see which portfolio is best aligned with your investment objective and risk tolerance.
Track Your Progress
Nest Egg provides ongoing account management and recommendations to help ensure you are on track to meet your financial goal.
We can help you with...
Wealth Management
Receive a complete financial analysis and see that your money is working for you.
Retirement Planning
Develop a tailored and detailed plan to aid in a timely and comfortable retirement.
Education Savings
Help tackle the high cost of education by planning for the future today.
Saving for Purchase
Set up a savings plan to prepare for a large purchase such as a house or new car.
Investment Advisory Services are offered through Nest Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC’s website at www.adviserinfo.sec.gov. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.
Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Bank Deposit
