A complete list of active advisors currently associated with Van Nostrand Wealth Management LLC

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

Van Nostrand Wealth Management LLC serves individual clients, including high‑net‑worth individuals, and retirement‑plan clients, maintaining a relatively small client roster while combining investment management with comprehensive and limited‑scope financial planning. The firm provides both discretionary and non‑discretionary portfolio management alongside consulting and written planning deliverables. Investment decisions are customized around each client’s goals and risk tolerance, with portfolios constructed via strategic asset allocation using mutual funds and ETFs and a blend of passive and active approaches, plus periodic rebalancing and some fundamental analysis. The firm implements accounts under discretionary authority when agreed, but clients may impose written restrictions or retain non‑discretionary control. Distinctive features include a compact, family‑led advisory team that combines an experienced CFP‑credentialed principal with early‑career advisors holding investment credentials, and a client mix that implies relatively large average account sizes. The firm routinely directs brokerage to a single custodian, does not aggregate trades, does not participate in wrap programs or soft‑dollar arrangements, and relies on custodian statements rather than issuing separate periodic performance reports.

To learn more about the advisors currently working at Van Nostrand Wealth Management LLC, 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.