Nashoba Valley Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nashoba Valley Wealth Management serves high-net-worth individuals and employer plan sponsors, offering discretionary investment management alongside comprehensive and hourly financial planning. The firm operates on a fee-only basis and provides both ongoing portfolio supervision and standalone planning engagements tailored to client circumstances.
The firm's investment approach emphasizes asset allocation and modern portfolio theory, informed by fundamental and cyclical analysis, with the option to incorporate socially responsible/ESG criteria at a client’s request. It implements strategies primarily through third‑party model marketplaces and outside managers (including Altruist, Schwab’s Model Market Center, and AssetMark), and customizes portfolios and client-imposed restrictions as needed.
Compared with many peers, Nashoba Valley provides employer-focused pension consulting and can act as an ERISA 3(38) discretionary plan manager or deliver 3(21) consulting across tiered service levels—an offering that is uncommon among independent advisers. The firm is a recently formed, registered adviser with no assets under management reported at the brochure date and relies on institutional platforms and outside managers rather than in-house proprietary products.
Client services
Expertise
Occupation focus
Fee options
Retirement Plan Consulting/Management fees: Tier 1 - $2,000 annually, Tier 2 - $4,000 annually, Tier 3 - $6,000 annually.
$0 - $250,000: 1.15% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,750,000: 0.90% $1,750,001 - $2,750,000: 0.75% $2,750,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55%
Hourly financial planning at $500 per hour.
Ongoing financial planning subscription fee ranges from $100 to $250 per month, paid in arrears.
Minimum fee: Ongoing comprehensive financial planning initial fee ranges from $2,000 to $6,000; ongoing monthly fees range from $100 to $250 per month. Fee-only: Fee-only compensation from clients for advisory services; no commissions or sales-related compensation.
Main office
Stow MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Nashoba Valley Wealth Management · Nashoba Valley Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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