NoDa Wealth Management LLC

The firm provides investment management, ongoing financial planning, and tax services to individual and high-net-worth clients. It also offers project‑based, limited-scope planning engagements and may coordinate with outside professionals when clients request additional legal, accounting, or insurance advice.

Investment strategy is grounded in modern portfolio theory with an emphasis on asset allocation, a mix of passive and active vehicles, and attention to tax efficiency and underlying fund holdings when constructing portfolios. The firm typically manages client accounts on a discretionary basis, tailors allocations to client goals and risk tolerance, and permits clients to impose reasonable written restrictions on holdings or sectors.

Distinctive aspects include its recent formation and relatively small scale — managing roughly $13 million for a small client roster — which the firm pairs with a fee‑only, fiduciary approach and inclusion of tax preparation within wealth management services. Operational practices that differ from many peers include executing client trades on an individual rather than aggregated (block) basis, relying on custodial statements for performance/holdings reporting, leaving proxy voting to clients, and recommending institutional platforms such as Altruist, Fidelity, and Schwab.