Timothy Nash (CAIA, CFA, CFP®, MBA)

Timothy Nash focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Socially Responsible Investments

Tax Planning

Planning Specialties

Goals based financial planning. Portfolio, tax and budgetary planning. Intergenerational wealth transfer planning.

Special needs planning experience.

Additional Information

Having gained substantial expertise with larger institutions for over 25 years, I look forward to supporting the unique planning needs of our clients, while offering perspective on managing diversified poprtfolios in an exceedingluy prudent and cost-effective manner.