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Nelson & Nelson Wealth Management

EST. AUM
$100,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website nelsonwealth.com
Client types

Overview

Nelson & Nelson Wealth Management helps individuals navigate the complexities of personal finance by offering expert guidance on spending, saving, investing, and planning. Similar to how a business relies on the expertise of a CFO, individuals can benefit from a dedicated financial expert to coordinate all aspects of their financial world. The firm focuses on creating personalized financial roadmaps tailored to each client's career, family, and longterm goals, ensuring comprehensive management of their entire financial life, not just their balance sheet.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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