The Nolan Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our Unique Ability:

We obsess over culture because we believe it helps attract amazing employees who are truly dedicated to our team's outstanding client service model. Our culture is a passionate, fun, spunky, positive, and organized group of moms.

We hold regular strategic team meetings and hold each other accountable to the entrepreneurial mindsets and behaviors we need to dedicate to this culture because everything that happens "Front Stage" for our clients must be supported by excellent "Back Stage" teamwork.

Value Proposition to Our Clients:

We work to build lasting personal and professional relationships with our clients. Our vision is to maintain an intimate client base to help ensure clients get the attention they deserve. We seek to understand what our clients want from life as well as what they want to avoid. In doing so, we help our clients pursue their goals, build their wealth and help them feel more confident in their financial future. We focus on helping reduce stress and provide clarity for clients so that they may get more return on life. Our commitment is to offer proactive service meetings designed to provide true holistic financial planning, organization, education, accountability and investment management strategies needed to help clients reach the goals that are important to them. We listen, we collaborate, we execute.

We are here to help clients live the life they’ve earned. When you have the right financial advisor, life can be brilliant.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

The Ameriprise difference

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)