At Nisivoccia Wealth Advisors we provide our clients with tax-efficient and comprehensive financial planning solutions. As a team of Wealth Management Advisors, Nisivoccia Wealth Advisors LLC exists to help our clients establish important financial goals, define current reality and create investment strategies designed to help ensure their progress towards reaching those objectives. We enjoy working through complex financial situations with our clients and finding creative solutions that support their goals and investment strategies.
We formed as an extension of the CPA firm, Nisivoccia LLP, when we realized there was a need to provide comprehensive financial advice that was tax-efficient and worked hand-in-hand with the accounting practice.
When working with Nisivoccia Wealth Advisors LLC, you can expect to have a team of professionals supporting your financial goals and investment strategy. Our advisors take pride in conducting our work with a business consciousness and awareness that will enable us to make suggestions and recommendations that are constructive and helpful. We also have back-office professional staff who have a high degree of client interaction. They make it a priority to put the needs of our clients first and take ownership of the goal to make a difference in their lives.
Our clients are like family, and their success determines our success.