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We Offer Reliable Trust Services in Milldale, CT

Wealth, security, and good financial health are essential for all of us. Trust services can help you protect your assets and build a legacy that will benefit individuals and families…

April 28, 2023

Written by Gary Martin

Wealth, security, and good financial health are essential for all of us. Trust services can help you protect your assets and build a legacy that will benefit individuals and families far into the future. With trust services secured through Nesso Wealth, you can be confident in knowing that your hard-earned money is safeguarded against potential risks.

From retirement planning to successions strategies, we provide relief while helping to ensure the well-being of current and future generations. Contact us to learn more about why investing in trust services is wise for business owners, entrepreneurs, individuals, and families. Get your future secured by experts today.


Pursue Prosperity with Nesso Wealth

At Nesso Wealth, we understand that defining true wealth takes on a different meaning for everyone. That is why our mission is to empower our clients, no matter what point of life they are in, to pursue their financial dreams and achieve the life they desire. Our advisors have the expertise and passion for helping you create your vision of true wealth and will guide you every step of the way, from drafting a plan of action to helping you with ongoing maintenance.

With Nesso Wealth’s unwavering commitment to your success, we can craft and nurture your vision to evolve as new opportunities emerge, and ambitions change by capitalizing on them immediately. At Nesso Wealth, let us help you become the master of your destiny.

Nesso Wealth Management Services

Our team of experts is here to put you and your family in a position to plan for the future. Our comprehensive wealth management services are individually tailored to prioritize key financial goals, evaluate risk tolerance, and diversify investments so that we can maximize returns while ensuring security. 

What Is Wealth Management?

Wealth management is a comprehensive approach to managing your financial assets. Our experts at Nesso Wealth take the entire spectrum of your wealth into account and make recommendations accordingly. With our vast range of services, we can help you with the following:

  • Plan for retirement and other life transitions
  • Invest in assets to achieve long-term success
  • Manage risk and keep your finances secure
  • Make intelligent decisions that align with your goals and values

What Does Our Service Cover?

Our wealth management services are more than just investment advice; they can cover every aspect of a person’s financial life. Instead of piecing together bits and pieces from various professionals, high-net-worth individuals may find success with our integrated approach that is proven to work.

Our wealth managers will work closely with you to develop a personalized strategic plan tailored specifically to your current and future needs, such as estate planning or business succession plans. We coordinate the necessary services required to manage all of your assets effectively.

Nesso Strategies

Our team of knowledgeable wealth managers will:

  • Craft a comprehensive plan to help maintain, expand, and protect your wealth based on your financial status, objectives, and tolerance for risk.
  • Factor every detail of your finances – from tax planning to wills & estates – into the equation to ensure that each part works together harmoniously so you can rest assured knowing that all angles are covered. This may include creating future projections or helping with retirement strategies as well.
  • Once we establish the initial plan, we need to maintain close contact with you to review their goals and make necessary changes.

Estate Planning With Nesso Wealth

Regarding protecting your loved ones and preserving your legacy, estate planning can make all the difference. We specialize in helping our clients create a concrete plan for their final wishes, ensuring those wishes are respected after they are gone. Our firm puts together customized legal documents that will help provide peace of mind for you and your family, providing smooth transitions in all aspects of your life.

What Is Estate Planning? 

Estate planning is preparing for death and putting a plan to ensure your financial affairs, assets, and personal wishes are taken care of. This includes creating legal documents like wills, trusts, and powers of attorney so that you can rest assured knowing that all bases are covered when it comes to ensuring your loved ones are taken care of.

Estate planning is an important part of your overall financial and legal strategy. You must work with experienced professionals who can help ensure all the details are taken care of. At Nesso Wealth, we specialize in helping our clients create comprehensive estate plans to protect their estates, assets, and wishes for the future. Whether you’re just starting to plan your estate or are looking to update an existing one, our team will work with you every step of the way to create a customized legal solution that meets your individual needs.

Understanding Our Process

When it comes to estate planning, the preservation and stewardship of an individual’s assets upon death are crucial. In addition, should incapacitation become a factor in one’s life, having arrangements for managing properties and financial obligations could be invaluable.

Drafting a will is essential to estate planning, yet it is just one piece of this complex process. In addition to creating an official document that outlines your wishes and desires, additional major steps include:

  • Mitigating estate taxes by structuring trust accounts in the names of your beneficiaries is an effective way to protect the wealth.
  • Ensuring care for your loved ones by appointing a guardian.
  • When drafting a will, it is essential to name an executor of the estate who can carry out the terms of the document.
  • Updating or creating new beneficiaries for your life insurance, IRAs, and 401(k)s plans is essential to guarantee that you protect the future of those closest to you.
  • Setting up funeral arrangements.
  • By donating to qualified charitable and non-profit organizations every year, you can reduce the taxable estate while simultaneously doing something good for your community.
  • Creating a lasting power of attorney (POA) to oversee your financial assets and investments is vital for ensuring that your wishes are respected.


Most Important Steps To Follow

  • Writing a will: This is an essential component of estate planning, and it’s important to work with a qualified legal professional who can help ensure that all the details are taken care of. When it comes to estate planning, there are several key steps you need to follow to protect your assets and wishes for the future.
  • Appointing the Right Executor: Working with an experienced executor is essential for ensuring that your will is executed properly and the wishes outlined in your estate plan are carried out. When you work with Nesso Wealth, we will help you find a qualified executor best suited to handle such a crucial task.
  • Updating Beneficiaries: The beneficiaries you name on your life insurance, retirement accounts, and other financial holdings can significantly impact how your estate is distributed. To ensure that your assets are handled as you wish after your passing, it’s important to review and update these beneficiaries regularly as needed.
  • Plan for Estate Taxes: No matter how large your estate may be, it’s important to consult with an experienced attorney who can help you plan for the potential impact of estate taxes. We can help you explore all the options available to mitigate these taxes to protect your wealth and ensure that it is passed on as intended.

Nesso Wealth Trust Services

Who We Are

As a trusted company, our mission is to administer trusts, funds, and estates for private individuals, companies, or other organizations. A trust allows you or another party to control assets on behalf of the beneficiary/beneficiaries. We strive to provide an efficient and secure platform that safeguards your assets while giving access when needed.

How We Help

Our services span the entirety of investment and asset management. We specialize in overseeing our clients’ trusts, particularly when it comes to managing their portfolios. Whether we manage investments or partner with an affiliated third-party manager recommended by us or chosen by the client—we ensure maximum success for any trust under our watchful eye.

Types Of Trusts

  • Revocable Trust: This type allows you to change or even cancel your instructions while alive.
  • Irrevocable Trust: As the name implies, this trust cannot be changed once established unless your instructions state otherwise. This is a popular choice for those who wish to make long-term plans or transfer assets to beneficiaries without going through probate.

Reasons To Choose Nesso Group

Here are some reasons why our clients stay true to our services:

1) Our financial advisors have the passion and experience to help you define and pursue your vision of true wealth.

2) We strive to provide personalized service that allows our clients to feel confident in the decisions they make about their investments and financial strategies.

3) Our team has extensive industry knowledge, allowing us to offer creative solutions to complex financial challenges and opportunities.

4) We understand the importance of long-term relationships with our clients, so we strive for clear communication throughout the process.

5) Our advisors are committed to helping our clients stay ahead of changing regulations while ensuring compliance with existing laws.

6) In addition to offering comprehensive investment services and advice, we prioritize convenience for our clients.

Reach Your Financial Goals in Milldale, CT; With Nesso Wealth

At Nesso Wealth, we understand that trying to save money and plan for the future on your own can be overwhelming and difficult. We want to help you make the most of your money so you can reach your financial goals, whether they are short-term or long-term.

If you live in Milldale, CT, and are looking for expert advice on how to better manage your finances, contact us. Our team will work with you to develop a personalized financial plan that fits your unique needs and helps you achieve your desired results. Stop struggling to save money on your own–let us help you create a bright financial future today.


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