NelsonCorp Wealth Management has served the financial needs of others for more than 40 years, growing from three associates in a small Illinois office to 22 team members working in multiple locations. We now oversee branch offices spanning from Illinois to Hawaii. Our growth has allowed us to build a team of professionals with an excellent blend of experience and education so that we can deliver the best possible service to you.
Degrees and attainments include CFP, CPA, MBA, PhD, CLU, ChFC, RFC, RICP along with other highly sought-after industry designations. You likely pay a great deal of attention to risk in your personal life and protect yourself accordingly, from looking both ways when crossing the street to buckling up while driving to the store.
Degrees and attainments include CFP, CPA, MBA, PhD, CLU, ChFC, RFC, RICP along with other highly sought-after industry designations. You likely pay a great deal of attention to risk in your personal life and protect yourself accordingly, from looking both ways when crossing the street to buckling up while driving to the store.
Services
NelsonCorp Wealth Management has served the financial needs of others for more than 35 years, growing from three associates in a small Illinois office to over 20 team members in multiple locations. We now oversee branch offices from Iowa to Hawaii. Our growth has allowed us to build a team with a blend of experiences and education so that we can deliver the best possible service to you.
Our investment philosophy and process, called Risk Aware Investing, helps us to understand and manage risk so our clients can use it to their advantage. Risk Aware Investing allows for a portfolio to reflect current market conditions and adapt opportunistically to those conditions. The aim is to prepare a portfolio for each specific day, not the average day.
Experience has shown us it is human nature to jump to the solution without truly identifying the problem. The same can be said when it comes to planning for retirement. Most people have an idea of what they want their retirement to look like, but they haven't thoroughly evaluated how they will make it a reality.
Enhance your practice by surrounding yourself with like-minded professionals who have decades of experience solving many of the common problems advisors face. We are independent advisors with a large broker-dealer that has a national reach and penchant for innovation. Joining the NelsonCorp family will give you access to a menu of support services customized to what you need to grow your business.
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