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Nightingale Wealth Solutions

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website nwsadvisors.com
Client types

Overview

Nightingale Wealth Solutions is a firm operating as Fiduciary Advisors based in Needham, Massachusetts, that offers comprehensive wealth management services under the belief that its work is "MORE THAN Wealth Solutions, NEW WEALTH TRADITIONS." The firm is committed to providing tax advantage strategies, tailored financial planning, and investment management, primarily focused on helping high net-worth clients achieve their long-term financial goals and secure their legacy. The firm employs a holistic approach, which considers a client's investment portfolio alongside their family dynamics, philanthropic interests, and lifestyle aspirations to develop customized financial plans that align with their values and objectives. Nightingale Wealth Solutions serves a diverse client base, including High Net Worth Families, Business Owners, Professionals, and First Responders & Veterans.

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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