A complete list of active advisors currently associated with NIM Wealth Solutions

Warmer can help you find a great advisor at NIM Wealth Solutions or one who fits your needs even better.

NIM Wealth Solutions provides discretionary investment management for individuals, families, high‑net‑worth families, trusts, estates, foundations, corporations and other institutional clients. In addition to portfolio management (typically billed as a percentage of assets), the firm makes tax planning and preparation, insurance and annuity solutions, and estate‑planning coordination available through affiliated entities. The firm emphasizes personalized asset allocation and a mix of fundamental, quantitative and technical analysis, with a focus on segmenting portfolios to address sequence‑of‑return risk for retirement distributions. NIM manages all advisory accounts through a wrap fee program and a third‑party platform that accesses model managers, custodial services and consolidated reporting on a discretionary basis. Distinctive features include the firm’s role as a wrap‑fee program sponsor together with multiple affiliated businesses — an entity offering tax services, a licensed insurance and annuity agency that distributes fixed index annuities, and an estate‑coordination affiliate — and a formal relationship with Advisors Excel for insurance product placement and business support. The brochure also discloses use of specialized investments (structured products, interval funds, non‑liquid alternatives and digital‑currency‑linked products) and AI‑enabled service providers, which can increase account complexity and are emphasized in the firm’s suitability and disclosure practices.

To learn more about the advisors currently working at NIM Wealth Solutions, 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.