About Our Agency

About nVest, LLC

Our Company

Create Wealth~Manage Wealth~Leave your Legacy...nVest provides the best-in-class products and services to help our clients create wealth and plan for retirement. 

Our Mission

We aspire to raise the bar in the Insurance Industry by having life long relationships with our clients.  As your life changes, we will be there to guide you so your financial goals continue to lead you to financial success. 

Our Goal

Our Goal is Simple.... Leading our Clients to Financial Freedom

Meet The Team

Caletha Frazier
Founder & CEO

My financial career began while serving in the United States Navy where I provided support to fellow military serviceman by maintaining military pay records and travel expenditures, combined with maintaining financials for government funds and acting collecting agent for any monies owed to the U.S. Treasury by Navy Personal.

After serving in the military, I shuffled careers before finally thinking I found my niche. It was not long before I realized I did not care much for Corporate Politics.  As I walked away from my Corporate leadership role, I realized I was no closer to retirement than when my career first started. My knowledge in finance lead me toward a morally gratifying career in Insurance Sales.

I have built my practice on Retirement Planning and educating my clients on Building Wealth and Creating Their Legacies. As I continued to grow my agency, I partnered with multiple schools within the Dallas metroplex to help Teachers & Educators navigate through the complexities of TRS (Teacher Retirement System)

 At nVest, LLC ‘one size does NOT fit all’ which means, we will never be limited on the products we recommend. We have access to hundreds of Top-Rated Carriers and thousands of products to ensure our clients receive an unbiased approach.  We understand everyone has their own unique story…. And that is why we partnered with the best Carriers to ensure your plan is tailored specifically for you and your family.    

Regardless of your professional industry nVest, LLC is committed to educating every client on how to save tax-free to maximize your retirement income and creating Generation Wealth.

Your Legacy | Their Future – nVest, LLC

Jasmine R. Frazier
Marketing Agent

nVest, LLC is pleased to bring aboard Jasmine R. Frazier.  

Jasmine is a graduate of Northwestern State University in Natchitoches, LA majored in Broadcasting/Communications.  We are excited to have Jasmine's expertise and her fast forward approach to modernization and innovation.  We are a knowledge based Agency and as the Senior Marketing Agent, Jasmine ensures our clients are engaged and informed about our products through our Social Marketing channels. 

What we do

Planning Futures

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
  • Financial planning
  • Investment advice
  • Retirement planning
  • Education funding
  • Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Our Clients

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.