Broker Check

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.

Learn more

How We Help You

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

Learn more

Individual and Families

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

Learn more

Business Owners

We offer financial strategies for all business types.

Learn more

Preparing for Retirement

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

Learn more

Investment Planning

We create plans customized for your unique situation.

Learn more

Your Goals are Built into the Plan

Paying Off a Credit Card

Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.

Managing an Inheritance

Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.

Medicare Advantage 101

Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.

Potential Income from an IRA

Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.

Tell Us How We Can Help You Today

Thank you!
Oops!