What Makes Us Unique
Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to pursue a life of long-term financial independence. We are dedicated to providing clients with complete wealth management and investment services and highly personalized, professional assistance.
Advanced Planning Strategies:
We have a specialized experience in providing advanced concepts and strategies for retirement planning, estate planning, wealth accumulation, tax minimization, asset protection and wealth transfer. We have served clients with 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:
Because we are independently managed (we are not employees of one financial company) we have access to all of the 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 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 a differentiating experience.
We Are Not Busy Selling, We are Serving:
Most advisors are busy selling something. We are fully entrenched in serving the best interests of our clients – even if it doesn’t change our bottom line. We provide the personalized service that our clients need - first and always.
We Are Personally Here to Serve:
In many successful financial services practices you will see the principal advisors less as time goes on, and other staff more. At Nabell Winslow, we are here to serve as our very first priority to 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 Represent the Client:
We represent you! We are not owned by a bank or an insurance company. We do not have proprietary products that we are required to offer. All of our operations are regulated, but our available products and solution selections are open to the determination of the best available for our clients.
We take a team-based approach to financial services. Our 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.
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.