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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.


Looking Beyond the Numbers

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.


Setting Goals for the Future

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.


Why Nisivoccia

CPAs and wealth managers working together to provide tax-optimized investment strategies.

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How We Help You

We find creative solutions that support your goals today and into the future.

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Individual and Families

We help individuals and families achieve their goals, and manage their challenges.

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Business Owners

We offer financial strategies for all business types.

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Preparing for Retirement

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

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Investment Planning

We create plans customized for your unique situation.

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Your Goals are Built into the Plan

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.

The Facts About Income Tax

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.

Tell Us How We Can Help You Today

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