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.
Why Nisivoccia
CPAs and wealth managers working together to provide tax-optimized investment strategies.
How We Help You
We find creative solutions that support your goals today and into the future.
Individual and Families
We help individuals and families achieve their goals, and manage their challenges.
Preparing for Retirement
We put the client in the driver’s seat when helping them plan for their retirement.