Nabell Winslow Investments
Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to transition to a life of long-term financial independence.
We are dedicated to providing clients with complete wealth management and investment services through highly personalized, professional assistance. Since each client is unique, we take a unique approach to every financial plan we create. Our firm’s core values allow us to use a wide range of solutions to deliver what is best for our clients.
Advanced Planning Strategies:
We have a specialized expertise in advanced concepts and strategies for retirement planning, estate planning, wealth accumulation, tax minimization, asset protection and wealth transfer. We have served clients with need for advanced retirement planning strategies, charitable giving, estate planning strategies, business planning for closely-held entities, succession planning for businesses, asset protection, planning for family partnerships and family LLCs, deferred compensation, and business life insurance planning.
More Than Financial Products… A Lot More:
Since we are independent (we are not employees of one financial company) we have access to all available financial products and instruments for our clients. However, what separates us from the others is our commitment to deliver customized advice and solutions for our clients. We represent you! We are not owned by a bank or an insurance company. We spend time with our clients so we truly understand the financial needs, concerns, and future goals. Products are the commodity in this industry. The service - our service - is the differentiating experience.
We Are Personally Here to Serve:
In many successful financial practices, you will see the principal advisors less as time goes on, and other staff more. At Nabell Winslow, the first priority of our principal advisors is to serve our clients. The goal is not to grow beyond clients, but to have measured growth so the same level of personal service can be delivered for the lifetime of the client relationship.
We take a team-based approach to financial services. comprehensive financial strategies for clients are not developed in a silo by one financial advisor. Our team takes a look at the overall financial picture of each client, combining business and personal, to develop comprehensive financial solutions. With a wide array of experience, our firm can tackle even the most complex financial scenarios.
We believe that the client should be fully aware of any action changes within their accounts. Before making any changes or commitments, we will disclose all advantages and disadvantages of any and all recommendations, your costs, and our compensation. Our operation is and always will be transparent.