Our Approach

We know you have options when looking for a wealth management advisor. When working with Nisivoccia Wealth Advisors LLC, you will have a team of professionals supporting your financial goals and investment strategy.

In order to develop thoughtful financial advice and guidance, we first explore what is most important to you. We then work with you to identify and prioritize your financial goals, create appropriate strategies and put them into action – all with a clear understanding of your risk tolerance, tax situation and related considerations.

Here is what you can expect from us:

We are tax-smart

We take a taxes-first approach to investing and goal achievement. We look at your investment outcomes by what you keep after taxes, not what you earn. Identifying tax advantages is not an afterthought, it’s a core component of working with Nisivoccia Wealth Advisors LLC.

We are independent

We are independent wealth management advisors. This means that we are not incentivized to recommend specific investments. Instead, we provide advice based on guiding principles that we have developed. Our internal Processes facilitate our evaluation of opportunities so that we select solutions that align with your needs.

We take a team approach

When you work with Nisivoccia Wealth Advisors, you aren’t dealing with just one financial professional. Our team structure gives you access to a variety of expertise and knowledge in different aspects of wealth management. Working together, we collectively deliver a seamless experience that leverages our wide variety of skills. Because we have a strict process for evaluating opportunities and make recommendations, we all follow the same philosophies that are determined by our clients’ needs. It is this process that is the core of everything we do.

We use our resources

In addition to our affiliation with Nisivoccia LLP, we are a Top Ten 1st Global Wealth Management Advisory firm*. We are fortunate to have access to portfolio analysts from multiple investment management firms. Our process involves synthesizing the information provided by these portfolio managers and making decisions based on collective data. The result of this access, combined with our independence, allows us to leverage the best advice from multiple channels with the best outcomes for our clients.

You choose how you work with us

Whether you’re looking for a broker, a fiduciary investment advisor or you are interested in our financial planning services, we let you pick how you work with us.