Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That’s why, at Nelson & Nelson, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making. And we’ll meet regularly with you to make sure your investments reflect your current life circumstances.

Because we work so closely with you, we tend to think of our clients as our friends. So don’t be surprised if you ever get a phone call from us just to say hi.

We provide a broad range of non-proprietary financial products and services to address your unique, comprehensive financial needs. Through our total wealth management approach that begins with fee-based financial planning, we can help you determine the products and strategy that will best help you pursue your goals at every stage of life: stocks, bonds, mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), life and disability insurance, long-term care, 401(k) rollovers, Roth and Traditional IRAs, education funding (529s), and stock option planning.