Experience truly personalized financial planning with NWS ProsperGuard, where our fiduciary commitment ensures your interests always come first.
Our dedicated team, as an independent, woman-owned boutique firm, goes beyond finances to deeply understand your unique journey and provide unwavering support through life’s challenges, ensuring you receive the attention you deserve
As a fiduciary, we are legally and ethically obligated to act in your best interests. We strive to be a true partner in your financial journey, building trust through honesty, transparency, and prioritizing your interests.
We prioritize dedicated care and service, limiting the number of clients our advisors work with to ensure ample time to get to know you and your family. Your NWS advisor will focus on your unique needs and goals, providing personalized solutions tailored to your situation.
NWS proprietary ProsperGuard™ financial planning includes the following services.
Don’t just take our word for it—hear from clients who have experienced the NWS difference:
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Before we started working with Nightingale Wealth Solutions, my wife and I had an idea of what we wanted to accomplish financially. But after meeting with Ariel, we realized we didn’t have a plan. Ariel was terrific and listened to our goals, and created an actionable plan… Since working with Nightingale, we have been able to ramp up saving for our two daughters’ college funds… The security and peace of mind that Nightingale has provided our family is truly priceless. We highly recommend their services. Your future, and most importantly, your current self will thank you for choosing Nightingale!.
Attorney
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I recommend the financial advisor services of Dimitri Georgakopoulos. My family has
worked with him for over 10 year sand we have all been extremely satisfied with his
sound financial advice. His integrity and expertise and second to none. We have also
recommended his services to friends and clients over the years and everyone has been
thankful that we did.
Managing Director of Law Firm
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Ariel and her team at Nightingale Wealth Solutions has been a tremendous help on my
financial journey. They’re knowledgeable, approachable, and always ready to answer my
questions. I feel confident in their guidance, and I’m grateful for their expertise in
managing my finances. They’ve made a positive impact on my financial well-being, and I
highly recommend their services!
Property Manager
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Dimitri is a well rounded professional, knowledgeable, effective, and personable. He is
an independent financial advisor and has worked with several members of our family
and friends over the years and we have all been extremely satisfied with his services. I
highly recommend him to anyone wanting to get an independent and thorough
perspective on their financials.
Executive Director
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Ariel and her team are fantastic! They helped set me up with my Roth IRA in a way that
was thorough and tailored to my needs. I also now have an extended disability and life
insurance policy which give me comfort and are affordable. The NWS advisors were
kind and patient in explaining all parts of the process and I never felt any anxiety about
allowing them access to my information. They run a smooth, professional operation and
I will continue working with them for years to come.
Director Of Curriulum
Our systematic approach to all client portfolios is designed to make your unique vision of financial success a reality. The ProsperGuard Approach follows these key steps:
This initial stage focuses on understanding your personal journey and strategic vision.
We delve into your current financial situation, meticulously reviewing all pertinent aspects to provide comprehensive guidance.
A personalized financial plan is crafted, tailored to your unique goals, timeline, and needs.
We support you in putting your plan into action.
Your financial plan is dynamic, adapting as your life changes. We provide ongoing support and regular meetings to ensure you remain aligned with your goals.
Nightingale Wealth Solutions offers expert financial services and affordable annual review service packages designed to give you peace of mind. We take a boutique approach to wealth management, offering a truly bespoke experience where every portfolio is entirely custom, not based on cookie-cutter solutions, and actively monitored daily.
Schedule Your Complimentary Consultation TodayAt Nightingale Wealth Solutions, managing wealth is a dynamic, lifelong journey, not a static destination. Our distinctive financial planning process is founded on the fundamental objectives of fostering wealth through growth and prosperity, and prioritizing the safeguarding of your assets through three interconnected phases of wealth.
This initial phase is dedicated to the creation and growth of your assets through strategic savings and investments. Our primary objective during this stage is to assist you in reaching your maximum financial potential, laying a strong foundation for your future.
Typically coinciding with retirement, this second phase marks a shift in focus. We move from maximizing wealth accumulation to achieving your maximum income stream, providing financial security in retirement while ensuring you have a robust capital account to enjoy life’s pleasures.
The final stage of wealth management focuses on ensuring that a substantial estate remains for your chosen heirs and entities at the end of life’s journey. Our aim is to preserve 100% of your estate for those you care about most, securing your legacy for generations to come.
We’re here to help you navigate significant life events and ensure your financial strategy adapts accordingly.
Whether you’re:
Our scheduled ongoing meetings are strategically spaced throughout the year to cover all essential aspects of your financial well-being:
During this meeting, we take a comprehensive look at your overall financial plan. This includes a detailed analysis of your retirement planning and any changes in your financial goals. We make necessary adjustments to ensure they remain aligned with your objectives and discuss any major life changes or upcoming financial decisions.
Our focus in this meeting is on safeguarding your financial future. We review your insurance coverage, assess your risk tolerance, and discuss strategies to protect your assets and loved ones. This meeting is essential for ensuring you have the appropriate insurance policies, estate planning, trusts, and asset allocation in place to mitigate potential financial risks.
In this meeting, we analyze your investment portfolio’s performance throughout the year and make year-end adjustments to optimize tax efficiency. We also explore tax-advantaged investment strategies to help minimize your tax liability. Additionally, we discuss any changes in your financial situation or goals that may impact your investment strategy for the coming year.
At Nightingale Wealth Solutions, our goal is to ensure that all clients receive transparent, high-quality advice that is tailored to their unique needs and financial goals. Our fee structure is designed to foster open communication, trust, and mutual understanding, ultimately helping you succeed financially.
To uphold our fiduciary responsibility and commitment to serving your best interests, we charge an annual flat fee for financial planning. This approach is specifically chosen to eliminate potential conflicts of interest that might arise if advisors were compensated solely based on the products or investments they recommend. As the amount of assets we manage for you increases, your financial planning fees will decrease.
To align our goals directly with yours, we charge an advisory fee based on the total amount of assets we manage for you (Assets Under Management, or AUM). This ensures that you are not charged for changes to your investment model, promoting a clear and consistent fee arrangement.
Beyond our core financial planning and wealth management services, we also offer:
These services are priced based on their complexity.
While consulting on estate planning is included as part of our financial planning services, the drafting of specific estate planning documents is offered à la carte, depending on the complexity and your needs.
Our brokers will help you find the best rates and appropriate coverage for your needs.
This covers tactical admissions and financial planning, including guidance on how to structure financing for college.
Our transparent fee structure reflects our commitment to your financial well-being, ensuring you receive unbiased advice dedicated to your unique circumstances and financial aspirations.
