Team profile


What you can expect when you work with us

At Nolan Wealth Management, our mission is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings - both the expected and unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies