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Our Services

<strong>Simplifying Wealth Management</strong>

Simplifying Wealth Management

We are dedicated to providing services for our clients that offer clarity and support in the complicated world of finance. No matter what stage you're in, our services are designed to offer insight through our commitment towards:

  • Single Point of Contact for ALL Financial Questions
  • Innovative Digital Platform for Viewing & Tracking Financial Accounts
  • Timely Economic Commentary and Action Checklists to Keep You Informed
  • Concierge Service Through Life Transitions (i.e. Marriage, Retirement, Disability, or Death)


  • Fee & Commission Based Services
  • Investment Solutions from Industry leading Wealth Managers
  • Personal Brokerage Accounts for Stock/Bond Trading
  • Tailored Investment Portfolios
  • Full-Service Advisor Managed Solutions
  • Cost-Efficient Wealth Accumulation Accounts
  • Qualified & Non-Qualified Accounts Options


  • Retirement Income Planning
  • Individual Retirement Accounts (Traditional & Roth)
  • IRA Rollover Accounts and Transitions
  • Retirement Income Solutions
  • Self-Employed or Small Business Retirement Plans


  • Term Life Policies (5, 10, 20, 30-year options)
  • Whole Life Policies
  • Disability Insurance
  • Long-Term Care Solutions
  • Fixed & Variable Annuities
<strong>Financial Planning</strong>

Financial Planning

  • Comprehensive Financial Planning Solutions
    • Cash & Debt Management
    • Risk Mitigation & Insurance
    • Education Cost Planning
    • Investment Portfolio Allocation & Diversification
    • Tax Conscious Advice
    • Retirement Planning
    • Estate Planning & Legacy Solutions
  • Personal Financial Goal Prioritization
  • Ongoing Financial Monitoring & Review
  • Budgeting and Financial Planning Technology
<strong>Gain Financial Focus with a Free Holistic View of All Your Accounts</strong>

Gain Financial Focus with a Free Holistic View of All Your Accounts

Get a Free Trial of AdviceWorks on us to see a holistic view of your finances, helping you keep track of your budget and financial goals and your progress toward them. AdviceWorks allows you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in.

To get started, email or call the office to request your unique log-in information.

Learn More About Our Team


Take some time to review our resources and the Nahigian Financial blog. We write articles about the markets, financial health, and wellness to help guide and educate our clients.

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Our Approach

We offer a unique approach focused on understanding your values, goals, and current status. We work with you to create a robust plan to help you live the life you envision.

Our Approach

Our Team

Our team's experience offers different perspectives and insight on the industry. We’re united on your behalf and driven to educate every client with the knowledge to reach their goals.

Meet the Team