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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

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.

And the Executor Is

And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?

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