Wealth management
Wealth management is about more than just your investments. It’s about building a clear, cohesive plan that aligns every piece of your financial life, your career, family, business, and legacy, with your most important goals. At Nightingale Wealth Solutions, we see your wealth as a tool for creating the life you envision. We act as your trusted strategic partner, providing personalized, fiduciary-first advice that connects every aspect of your financial world. Our goal is to move you from a collection of financial pieces to a single, unified, and purposeful plan.
planning process
Our Strategic Approach to Wealth Management
Our Wealth Management approach is rooted in the ProsperGuard Approach, a comprehensive planning process designed to both grow and safeguard your assets.
We believe that managing a high-net-worth portfolio requires the same institutional-level discipline and expertise we have developed.
We work with you to understand your current financial standing (“on paper”) and your long-term vision, then we create a plan tailored to your needs. Our wealth management service includes:
Portfolio Review & Asset Allocation
We conduct in-depth analysis of your current portfolio and cash flow needs. Our focus on strategic asset allocation is critical, as it drives a significant portion of long-term returns.
Active Management & Oversight
Unlike a passive “set it and forget it” approach, we are active portfolio managers who constantly monitor financial markets and economic data. Your portfolio is actively monitored daily to ensure it remains aligned with your evolving needs and market conditions.
Navigating Complex Assets
We have experience with a broad array of asset types, including those typically reserved for institutional investors, such as physical real estate and alternatives. This expertise is particularly valuable for clients with complex compensation, like Stock Options and Restricted Stock Units (RSUs), which are thoroughly integrated into your financial plan. We can use strategies like tax-loss harvesting to minimize the tax implications of concentrated positions as they vest.
financial journey
The Three Phases of Wealth
We guide you through the three core phases of your financial journey:
Accumulation
Building assets through savings and investments with the objective of helping you reach your maximum financial potential.
Distribution
Shifting focus to creating a maximum income stream for retirement and a robust capital account for leisure.
Preservation
Strategizing to transfer as much of your estate as possible to your chosen heirs and entities, ensuring your legacy is secure.
The Right Fit
For Our Ideal Clients
At 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.
Women Navigating Wealth
Women Navigating Wealth
Building Your Foundation
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.
Entrepreneurs & Executives
Entrepreneurs & Executives
Enjoying Your Achievements
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.
Tech Professionals & Inheritors
Tech Professionals & Inheritors
We provide the strategic guidance needed to manage complex compensation, stock options, and sudden wealth, ensuring it serves your long-term well-being and is not a source of stress.
Testimonial
Client Success Stories
Don’t just take our word for it—hear from clients who have experienced the NWS difference:
Our Beliefs
Investment Philosophy
Our investment philosophy is built on principles that prioritize your success:
Balancing Lifestyle and Growth
We ensure a portion of your assets generates the income needed to fund your lifestyle, even in volatile markets, while directing excess capital toward future goals and legacy.
Long-Term Outlook
We are not swayed by short-term market noise. Our focus is on goal-appropriate asset allocation, thorough underwriting, and diversification to help you successfully navigate market volatility.
Fee Sensitivity
We are sensitive to fees, which can hamper long-term results. As your wealth grows, your fee rate decreases at specific asset breakpoints, rewarding your financial growth.
Your Best Interest
Our Fiduciary Promise
As a fiduciary firm, our commitment is simple: your best interest comes first. We are not tied to specific products or commissions. Our advice is objective, transparent, and always designed to help you achieve your goals, not ours. It’s the foundation of the trust we build with every client.
Ready to Begin?
Your financial journey is unique. Let’s start a conversation about what’s next for you.
Schedule a Consultation