A complete list of active advisors currently associated with Nardene Wealth Management Inc

Warmer can help you find a great advisor at Nardene Wealth Management Inc or one who fits your needs even better.

Nardene Wealth Management serves a broad mix of individual clients — including many high-net-worth households — as well as small businesses, charities and small pension plans, offering investment management, financial planning (tax, insurance, retirement and estate) and budget-planning services. The firm reports managing about $80 million in discretionary assets and describes itself as a rapidly growing start-up financial company. The firm provides discretionary portfolio management using general securities (stocks, bonds), mutual funds/ETFs, government securities and options, combining fundamental and technical analysis and weekly portfolio reviews to tailor strategies to clients’ goals, cash needs and risk tolerances. For exposures the firm does not manage directly, it identifies and monitors third-party money managers for alternative investments and offers premium systematic strategies for eligible clients. Distinctive features include a client base of roughly 400 accounts — a client load per advisor that is notably high relative to independent-firm peers — and formal affiliations with other advisers and product partners: the firm acts as a paid solicitor for other firms, receives a portion of fees from recommended money managers, and engages external advertisers. It also works with institutional-type clients (small pension clients) in addition to individuals, and the firm discloses that it does not accept commissions and does not vote client securities.

To learn more about the advisors currently working at Nardene Wealth Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.