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Superior Investment Management Services in Connecticut

Investment management is the professional asset management of different securities and assets to meet specified investment goals for the benefit of the investors. Managing your investments yourself can be a…

December 13, 2022

Written by Kevin

Investment management is the professional asset management of different securities and assets to meet specified investment goals for the benefit of the investors. Managing your investments yourself can be a time-consuming and complicated process. Nesso Wealth has the experience and expertise to help you make the most of your investment portfolio.

At Nesso Wealth, we want to assist you in achieving your objectives – whether you’re just getting started or are already well into your golden years. The goal of our financial advisers is to assist clients from all walks of life in achieving their definition of true wealth

Our team will assist you in defining what genuine wealth means to you, putting a strategy in place to help you reach your goals, and then helping you in keeping the real money that you’ve acquired.


Our Top-Rated Wealth Management Services

At Nesso Wealth, we offer a comprehensive suite of wealth management services. Our company understands the relevance of every client’s unique situation. We act in our client’s best interests and take that responsibility very seriously.

Some of the wealth management services that we offer at Nesso Wealth in Connecticut include the following:

Financial Planning

Our financial planning professionals will create a strategy that considers your present condition by looking at your assets, income, and expenses to see if you qualify for any tax benefits. We regularly review and modify your financial plan to keep it up-to-date and dynamic.

We provide you with various investment choices that align with your objectives. We always act in your best interests, which means your goals drive your investments and not the other way around. We look at financial planning from 4 angles:

  • Assessment
  • Personalized Cash-Flow-Based Planning
  • Social Security Analysis
  • Risk Management Planning


Do you know the value of your organization? Do you have a plan if something unexpected happens to your company? How will the sale of your business affect your retirement if anything goes wrong? Our financial planners can assist you with these concerns, paying particular attention to four areas of company financial planning.

Investment Management

You can get insight into the market, peace of mind, and the trust and accountability you need to accomplish your financial goals by following a well-disciplined investing approach. At Nesso Wealth, our team of financial professionals use the latest technology to monitor your portfolio regularly and ensure you are taken care of.

While working with your advisor, you will build your model and continually evaluate your portfolio to help you reach your goals. There are a variety of factors to consider when selecting an investing strategy. The first set of elements begins with you, the client. Our systematic investigation will determine the best investment approach for your specific circumstance.

Retirement Planning

Many people think of retirement as something distant and hazy, making it hard to plan for. According to the Insured Retirement Institute’s 2019 study, this lack of preparation is becoming more common – only 55% of baby boomers have any savings set aside for retirement

We’re here to assist you in avoiding a personal retirement crisis by putting your financial plan into concrete terms using our 5-step method. Nesso Wealth’s retirement services process gives you more confidence in reaching your retirement goals.

Tax Planning

Tax preparation services from our CPA firm are designed to assist you in reducing your tax liability and maximizing the amount of money you save by taking advantage of available tax credits, deductions, and credits for which you qualify.

Our professional tax team of CPAs can collaborate with your accountant to analyze your most recent taxes and identify potential cost savings or reengineering possibilities, providing proactive ideas to save money in the long run.

Tax efficiency and financial planning go hand to hand. Whether you want to save for retirement, improve your income tax situation, or get help with business taxes, we can develop a tailored strategy for you.

Our tax planning services will help you in:

  • Incrementing your retirement plan savings under current tax law.
  • Evaluating business structure to optimize the benefits of the Internal Revenue code.
  • Understanding the tax consequences related to your individual investments.
  • Focusing on opportunities unique to your business or industry.

Estate Planning

Your legacy is far more than just your assets. It’s about your values, the experiences that will last a lifetime, and your whole belief system. The plan for your future should be a reflection of the legacy you want to create.

Our experts will work with you to ensure that your estate plan is in sync with your financial strategy, including beneficiary reviews, creating a will or trust, frequent updates and reviews, and more. We’ll assist you in identifying typical omissions that can pose significant risks and headaches for your loved ones.

Legacy Planning

Your estate planning advisor will help you understand how your assets will be divided according to your current plan and tax laws. We’ll collaborate with our in-house team of estate planning specialists, attorneys, CPAs, and other professionals you may work with to make your wishes a reality.

We strive to reduce your estate’s administrative burden while increasing the amount of money sent to your loved ones and favorite causes.

Trust Services

Wills and trusts are important aspects of estate planning. They’re legal instructions for distributing your belongings after you die. We’ll assist you in creating a will or trust that fits your needs as part of your estate plan. Who to name as trustee is one of the essential questions to answer during this process.

Even the most carefully prepared document won’t accomplish anything if the trustee in charge of it fails to perform their duty. You’ve worked hard to achieve your financial objectives, and your family deserves an objective expert with expertise to help them.

The Benefits Of Our Investment Management Services

Many benefits come with Nesso Wealth’s investment management services. Our professional asset managers have the experience and expertise to help you make the most of your investment portfolio. We’ll provide personalized attention and customized solutions suited to your unique circumstances.

Here are some benefits of hiring our investment management services:

Professional Analysis

Investment management is a complex process that requires professional analysis. Nesso Wealth’s team of financial advisers has the experience and expertise to provide you with the best possible advice.

With our investment management services, you’ll get a comprehensive analysis of your financial situation and comprehensive advice on improving it.

Full-Time Diligence

Investment management services will also help you save time. At Nesso Wealth, we’ll monitor your investments and keep track of market trends so that you don’t have to. This way, you can be confident that your money is in good hands.

Diversified Portfolio

A diversified portfolio is key to minimizing risk and maximizing returns. Nesso Wealth’s investment management services can help you build a diversified portfolio that meets your unique needs and objectives.

We’ll create a personalized investment plan for you, considering your risk tolerance, time horizon, and investment goals.

Ability To Time Or Outperform Market

One of the biggest benefits of investment management is the ability to time or outperform the market. Nesso Wealth’s team of financial advisers will work with you to create a personalized investment plan that aims to beat the market. We believe that our experience and expertise give us a competitive edge in investing.

Ability To Protect Portfolio In Down Times

Another benefit of investment management is the ability to protect your portfolio during downtimes. At Nesso Wealth, we’ll help you develop a plan to protect your investments during periods of market volatility. We’ll work with you to create a customized plan that considers your unique circumstances and objectives.

Choose Working With Real Experts

When it comes to wealth management and investment management, you can trust Nesso Wealth. We’re the best in Connecticut for providing top-quality services that can help you achieve your financial goals. Some benefits of working with us include the following:

We’re An Award-Winning Firm

Nesso Wealth is an award-winning firm. Our peers have recognized us in the financial industry for our wealth management and investment management excellence.

We’re A Registered Investment Adviser

Nesso Wealth is a registered investment adviser; this means we are held to a higher standard of conduct than other financial firms. We must act in our client’s best interests and disclose any conflicts of interest.


We’re Experienced And Qualified

Nesso Wealth’s team of financial advisers is experienced and qualified. We have the experience and expertise to provide you with the best possible advice.

We’re Focused On Your Success

Nesso Wealth is focused on your success. We’ll work with you to develop a personalized investment plan that meets your unique needs and objectives.

We’re Committed To Transparency

Nesso Wealth is committed to transparency. We’ll always disclose any conflicts of interest and act in our client’s best interests.

We’re Committed To Client Service

Nesso Wealth is committed to providing the best possible client service. We’ll always be available to answer your questions and address your concerns.

Nesso Wealth: The Perfect Choice For Wealth Services In Connecticut

Wealth management has never been easier than with Nesso Wealth. We’re the top wealth management firm in Connecticut and offer various services that make it easy to get the most out of your investments. Each service is designed to help you reach your financial goals, and Nesso Wealth makes it easy to find the right service for your needs.

As part of the Nesso Group, we know that every client is different. That’s why we help you no matter your financial goals, and our team of experts will work with you to create a customized plan that fits your needs. Get in touch with our professionals today.


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