A complete list of active advisors currently associated with Nashoba Valley Wealth Management

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

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.

To learn more about the advisors currently working at Nashoba Valley Wealth Management, 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.

Name	Location	Years of experience
Joe Hanley	Stow, MA	25

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