Mission At Invvex, our mission is simple — to deliver unmatched value with client-centric financial planning and wealth management services, so you can live the life you always dreamed of. We provide you with the confidence you need to get ahead in life by focusing on your financial foundations. Vision We strive to provide financial peace of mind by delivering tailored financial planning and wealth management services designed to give clients the confidence to pursue their own passion, dreams and aspirations.