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
Welcome to Nisivoccia Wealth Advisors
CPAs and wealth managers working together to provide tax-optimized investment strategies.
We find creative solutions that support your goals today and into the future.
We help individuals and families achieve their goals, and manage their challenges.
We offer financial strategies for all business types.
We put the client in the driver’s seat when helping them plan for their retirement.
We create plans customized for your unique situation.
What Can a Million Dollars Buy You?
When to Self-Insure
How Stocks Work
A New Way to Look at Your Bucket List