A complete list of active advisors currently associated with Nerad + Deppe Wealth Management

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

Nerad + Deppe Wealth Management provides investment management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates and retirement plans. Portfolios are typically constructed using exchange‑traded funds, and the firm also offers selection and ongoing oversight of third‑party money managers along with a broad array of planning services such as tax planning, cost segregation studies and corporate‑structure advice. The firm’s brochure describes a multi‑faceted investment approach that includes fundamental, technical (charting) and cyclical analysis, with both long‑ and short‑term strategies. It also discloses use of derivative instruments — options, futures and inverse ETFs — for hedging and other purposes, and manages accounts on a discretionary basis with periodic (typically monthly) reviews and custody/execution via Fidelity’s institutional platform. Compared with peers, Nerad + Deppe is distinctive for explicitly documenting the use of derivatives and inverse‑ETF strategies in client accounts and for promoting third‑party ratings in its client materials, practices that are uncommon among supported firms. The brochure also notes the firm’s re‑establishment of advisory registration after a prior affiliation and shows a small advisory team managing roughly $176 million across about 177 client relationships, which may shape how personalized services and third‑party manager due diligence are provided.

To learn more about the advisors currently working at Nerad + Deppe 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.