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Thomas N
CFP®, Series 66
Ketchum, ID
Sky-Mountain Capital Management
Thomas Nelson III is a CFP® with 21 years of industry experience. He has worked at Sky-Mountain Capital Management since 2021 and has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2016. Sky-Mountain Capital Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses a strategic asset allocation approach with diversified mutual funds and ETFs, complemented by periodic rebalancing and fundamental and cyclical analysis.
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