Individuals & Families

Comprehensive, tax-centric financial planning no matter what stage of life you are in.

Financial planning is more than just numbers

When you work with Nisivoccia Wealth Advisors you have a team of professionals supporting your financial strategies. The individuals of our team have over 100 years of combined financial services experience. You and your family will receive the collective insight and expertise of the group allowing us to offer the best service options for your unique situation.

At Nisivoccia Wealth Advisors we understand that every individual and family has their own unique values, goals, and challenges. To us, financial planning is more than just about the numbers. We take the time to understand who you are as a person, who your family is, and your multifaceted personal and financial objectives. Through our numerous conversations, we identify the priority of disciplined strategies designed to help you achieve the goals that are the most important to you and your family.


Special Situations

Life events that force dramatic and sweeping changes, such as marriage, divorce, birth, death, or a large inheritance, are considered "special situations". These events can feel overwhelming while having significant affects on your estate plans and investment strategies. Through our experience, we have guided our clients through change and challenges.

  • Incapacity and Control of Assets
  • Special Needs Planning
  • Elder Care Planning

No matter what you are dealing with, our goal is to provide you with information and options that you can understand and help make the best decisions for your family.

Latest Indiviudal & Family Articles

Tax & Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. ...
Read More
Scams on laptop

“Dirty Dozen” Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the ...
Read More

Upcoming Indiviudal & Family Events

No upcoming events