LOOKING BEYOND THE NUMBERS

Setting Goals For The Future

Welcome To Nisivoccia Wealth Advisors

As a team of wealth management advisors and certified public accountants, we provide comprehensive advice that looks at your entire financial situation and how each decision impacts your goals.

Business Planning

We offer comprehensive support for complex business planning needs.

Education Planning

Let’s review your specific goals and actively plan for education costs.

Investment Planning

As your life and goals begin to change, your investment strategy may need to be revised.

Retirement Planning

We put the client in the driver’s seat when helping them plan for their retirement.

Debt Management

We make sure that a client stays on the right side of the balance sheet.

Estate Planning

Our goal is to help you leave behind the legacy you desire.

Income Protection

Successfully planning for unforeseen events cannot be overstated

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How We Are Different

We take a taxes-first approach to investing. We look at your investment outcomes by what you keep after taxes, not what you earn. Identifying tax advantages is not an afterthought, it’s a core component of working with Nisivoccia Wealth Management.

We are independent wealth management advisors. This means that we are not incentivized to recommend specific investments. Instead, we provide advice based on guiding principles that we have developed. Our internal processes facilitate our evaluation of opportunities so that we select solutions that align with our clients’ (your) needs.

When you work with Nisivoccia, you aren’t dealing with just one financial professional. Our team structure gives you access to a variety of expertise and knowledge in different aspects of wealth management. Working together, we collectively deliver a seamless experience that leverages our wide variety of skills. Because we have a strict process for evaluating opportunities and make recommendations, we all follow the same philosophies that are determined by our clients’ needs. It’s this process that is the core of everything we do.

In addition to our affiliation with Nisivoccia CPAs, we are a Top Five 1st Global firm. With $X million of assets under management, we have access to portfolio analysts from multiple investment management firms including Blackrock, Vanguard and Goldman Sachs.

Our process involves synthesizing the information provided by these portfolio managers and making decisions based on collective data. The result of this access, combined with our independence allows us to leverage the best advice from multiple channels with the best outcomes for our clients.

Our Core Values

We are a tightly knit team who prides ourselves on having a solid process for working with clients and developing their investment strategies.

Tax Centric Planning

Having Nisivoccia CPAs as part of our team means providing tax optimized financial plans is a seamless experience. Tax-planning is never an afterthought.

Consistency

Our process-driven approach and guiding principles for decision making ensure that clients have the same experience while receiving advice tailored for their specific situation.

Independent, Unbiased Advisory Services

As an independent financial planning firm, we have the flexibility to offer solutions rather than products that we are required or incentivized to sell. This allows us to offer the best investment options for our client’s unique situation.

Collaborative Team Approach to Advisory

When you work with Nisivoccia, you have a team of professionals supporting your investment strategy. Working with a team, rather than just one advisor benefits clients with the ability to leverage the collective wisdom and expertise of the group.

Empathetic-style for understanding client needs

Investing is more than just about numbers. We take the time to understand who you are as a person, who your family is and your multi-faceted personal and financial goals.

Direct and Informative Communication Style

We are real people, giving real advice. We cut through the jargon, have the hard conversations and make sure you clearly understand your options. If you don’t “get it” we haven’t done our job.

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Individuals & Families

We take the time to understand who you are as a person, who your family is and your multifaceted personal and financial objectives. Through our numerous conversations we identify the priority of disciplined strategies designed to help you achieve the goals that are the most important to you and your family.

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Multigenerational Families

We will work with you and your family to help protect your legacy by holding periodic family planning meetings and implementing tax optimized financial planning strategies that everyone can understand.

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Small & Medium Sized Business Owners

At Nisivoccia Wealth Advisors we offer our small and medium size business owners business advisory, tax planning, investment planning and debt management services so they can focus on running a successful business.

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