We align holistic planning strategies with each client’s unique goals, values and needs. Putting the needs of our clients’ first means investing the time to listen and learn about their unique intentions and concerns. We provide proactive, sophisticated, customized wealth management strategies to high net worth clients with concierge level attention. Our team strives to provide expert financial advice, comprehensive financial planning and cohesive organization with tax advisors and estate planning attorneys.
The Nurse Team has more than 80 years of combined experience in financial planning strategies. As of January 2024, the Team manages over $300 million in client assets. The team focuses on risk-adjusted investment management when assisting clients in addressing their retirement, educational, and philanthropic goals. Spencer and his team take direct responsibility of investment management for client portfolios. In the evolving markets and changes in clients’ lives, the team focuses on creating value based strategies that are tailored to client’s specific situation at various stages in life. Minimum Relationship $1 Million.
