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Nisiar S
Series 65
Blue Bell, PA
Courtside Wealth Partners LLC
Nisiar Smith is a financial advisor with Courtside Wealth Partners LLC in Blue Bell, PA. He holds a Series 65 designation and has two years of experience in the industry. Prior to founding Courtside Wealth Partners, Mr. Smith held roles at PNC, J.P. Morgan Securities, JPMorgan Chase Bank, and Police and Fire Federal Credit Union. He also serves as a Financial Wellbeing Coach at On The Goga, where he provides financial education programming on topics such as credit, budgeting, and mindset to corporate clients. Courtside Wealth Partners LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a fee-only, discretionary portfolio management approach based on Modern Portfolio Theory, combines fundamental analysis with passive fund strategies, and integrates tax planning through an affiliated accounting firm.
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