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.
We offer comprehensive support for complex business planning needs.
Let’s review your specific goals and actively plan for education costs.
As your life and goals begin to change, your investment strategy may need to be revised.
We put the client in the driver’s seat when helping them plan for their retirement.
We make sure that a client stays on the right side of the balance sheet.
Our goal is to help you leave behind the legacy you desire.
Successfully planning for unforeseen events cannot be overstated
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.
Tips and Information as part of our commitment to sharing knowledge and information with our clients.