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Wealth Management

We take a holistic, multi-generational approach
to managing your wealth


At Nelson Roberts, our main focus is on you

We spend the time to understand your individual needs and circumstances. Utilizing decades of experience, we take a team approach to drive creative problem solving. We add value that transcends portfolio performance by identifying opportunities to increase efficiency and minimize financial missteps on the way to achieving your goals.

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As a fee-only advisor, we do not sell products or earn commissions. By eliminating potential conflicts of interest, we are able to act as a fiduciary with your best interest in mind at all times.

We Plan Accordingly For Your Goals

We recognize that the time horizon for your assets will extend beyond your lifetime, and we plan accordingly to help build your family and social legacy. As your trusted financial advisor, we are thoughtful about the issues that matter most to you and proactive in addressing any areas with potential for planning.

  • Retirement Planning
  • Income Tax Review
  • Estate Planning
  • Charitable Gifting Strategies
  • Education Savings
  • Stock Option Diversification
Knowledge Center

Pending Changes to Retirement Account Rules (The SECURE Act)

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Issues with Life Insurance

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Guide to Reducing Estate Taxes

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