Overview

Nielson Wealth Management is an ensemble practice with 4 advisors (age 38-48) with over 45 years of experience. We are dually registered affiliated with IFP Securities LLC and use a multi custodian approach. We custodian at Pershing, Fidelity, TD Ameritrade, and Schwab. The team includes professionals with CFP® , JD and nearly 20 years of value based 40act portfolio management." We focus on Retirement planning and Tax planning. Each client is treated as a client of the practice and we work together as a team servicing our clients. We have experience purchasing and servicing other advisor’s book of business. (We have acquired and integrated into our practice 3 books already). We are looking to expand and grow our practice through practice acquisition. We are looking for either immediate acquisitions or shorter term (1-2 year) hand offs.

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