Top wealth management financial advisors working with high-net-worth individuals in Nevada
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you have complex assets or multiple income sources, managing your wealth effectively means balancing growth, risk, and tax considerations all at once. Without focused expertise, it's easy to overlook how these factors interact, potentially reducing your overall financial security.
- Comprehensive asset integration. Look for advisors who consider all your holdings together, not just isolated accounts, to create a cohesive plan.
- Tax-aware strategies. Wealth management involves more than investing; ask how they minimize taxes across your portfolio.
- Risk and lifestyle alignment. Confirm they tailor plans to your comfort with risk and your long-term goals, not just market trends.
- Coordination with other professionals. Effective wealth management often requires working with your tax, legal, and estate advisors; ask how they collaborate.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney specializes in wealth management for high-net-worth clients in Nevada, offering comprehensive asset integration and tax-aware strategies through his firm, Private Wealth Management LLC. With 25 years of experience and a flat-fee structure starting at $5,000, he serves a focused client base managing approximately $123 million in assets, differentiating himself with tailored portfolios and a blend of long-term and active trading approaches.
Experience: 25 years
Avg account: $10,519,387
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Alexis M
CFP®, Series 65
Las Vegas, NV
Ducere Wealth Management
Alexis Miranda specializes in wealth management for high-net-worth clients in Nevada, offering expertise in tax-loss harvesting and private investments. She operates independently with a flat-fee option and holds CFP® and Series 65 designations. Compared to others, her firm emphasizes long-term strategic asset allocation with tactical adjustments, serving business owners and accredited clients, which may suit those seeking integrated tax and estate planning alongside investment management.
Experience: 2 years
Avg account: $3,836,900
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Cheryl C
Series 63, Series 66
Las Vegas, NV
Hightower Advisors
Cheryl Callahan specializes in wealth management for high-net-worth clients in Nevada, leveraging 24 years of experience and expertise in tax-loss harvesting, private investments, and business exit strategies. Operating within the large firm Hightower Advisors, she offers flat-fee and hourly financial planning services, combining fundamental and quantitative analysis to tailor strategic asset allocation, which distinguishes her approach from other advisors in the region.
Experience: 24 years
Avg account: $2,848,795
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Karin U
Series 65
Stateline, NV
Blackwatch Financial Group, LLC
Karin Usach Franck specializes in wealth management for high-net-worth clients in Nevada, offering expertise in business succession planning, charitable giving, and concentrated stock management. Her firm, BlackWatch Financial Group, provides discretionary investment management and multi-family office services with a focus on customized investment policies and advanced asset allocation techniques. Unlike some peers, she offers flat-fee financial planning starting at $10,000 and serves intergenerational families, combining academic insight with practical advisory.
Experience: 1 year
Avg account: $1,011,594
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Jason S
Series 63, Series 65
Henderson, NV
Soltis Investment Advisors, LLC
Jason Stuhmer specializes in wealth management for high-net-worth clients in Nevada, offering expertise in retirement income strategy, charitable giving, and business financial management. His firm, Soltis Investment Advisors, employs a manager selection process combining Modern Portfolio Theory with quantitative and qualitative analysis, providing comprehensive portfolio management and financial planning. With 10 years of experience and a flat-fee structure ranging from $500 to $50,000, he offers tailored services distinct from typical AUM-based advisors.
Experience: 10 years
Avg account: $1,344,274
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