Your financial goals deserve a well-thought-out and executed financial plan, and full-time professional advice. Discover how to get started with a financial plan today! We focus on positioning your portfolio in the best way possible to pursue your objectives, taking only the risk necessary to get the job done.
Learn how to get started today! We are not the only firm that offers wealth management, investment strategies and asset protection planning. What sets us apart is our commitment to keep your best interest at the forefront of our relationship. The core service of our practice is Wealth Management. That is helping clients to organize, simplify and manage their financial resources.
Learn how to get started today! We are not the only firm that offers wealth management, investment strategies and asset protection planning. What sets us apart is our commitment to keep your best interest at the forefront of our relationship. The core service of our practice is Wealth Management. That is helping clients to organize, simplify and manage their financial resources.
Services
Nautica Wealth Advisors believes in building a strong relationship with our clients that serves as a foundation for a lifelong partnership in financial planning. We are committed to honest and open communication that places you at the center of your financial plans, understanding that each person's life situation is unique.
Nautica Wealth Advisors was formed through the merger of two respected investment planning firms, each with a passion for helping clients work toward their life goals: Wayne Warner & Associates, founded in 1983 is a pioneer in the field of financial planning while Lerner & Lerner, founded in 1994 incorporate life-goal planning concepts to guide clients.
Nautica Wealth Advisors is dedicated to making your financial planning and investment journey as smooth as possible. That's why we believe the ideal relationship between Client and Advisor-one that will stand the test of time and market upheavals-relies on good communication, mutual respect and most important-realistic expectations.
At Nautica Wealth Advisors your initial meeting with us is always complimentary. We want to ensure you have an opportunity to interview us and determine if we would be good partners and stewards of your wealth. As part of the discovery process, we will fully disclose and discuss how we are paid so you can make an informed decision.
We believe that the pursuit of your financial goals deserves a well-thought out and executed financial plan, and full-time professional advice. Whether you are already in retirement or on the road to that dream, the services of our team may add value to your financial program.
We know from experience that managing money is the easy part, the difficult part is in keeping up with all the tax, retirement rules, and estate law changes that ultimately will affect your wealth more than the markets' gyrations.And the busier and more successful you become, the less time you have to keep up with all the changes.
We know from experience that managing money is the easy part, the difficult part is in keeping up with all the tax, retirement rules, and estate law changes that ultimately will affect your wealth more than the markets' gyrations.And the busier and more successful you become, the less time you have to keep up with all the changes.
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John Alves
Apr 04, 2021
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