There are Few Dull Moments in Life
Life is full of celebrations, milestones and surprises. Sometimes we’re able to plan for these life-changing events while others can take us by surprise. These events can affect your estate plans and investment strategies. No matter the situation, Nisivoccia Wealth Advisors are here to provide calm and clarity in making the financial decisions through life’s ups and downs.
While our financial and wealth planning strategies are process-oriented, our relationships with our clients are not. People are important to us and we know that having someone you trust and rely on when your world has been shaken up is crucial.
Understanding your needs is part of our core values. While our services are related to wealth advisory services, we know you cannot put a price tag on having someone lend an ear and listen to what is happening in your life. Whether you are mourning a loss or celebrating a new life, we want to be by your side. Through the experience of getting to know you, and you getting to know us, as people, we are able to better support your financial goals today and in the future.
Below is a guide of topics your Nisivoccia Wealth Advisor will discuss with you and your family:
- Starting a Family
- Job Change
- Loss of a Loved One
- Large Inheritance